Estate equalization for business owners: How to do it
Dividing an estate should be easy math, but for business owners the largest asset is often illiquid.
Insurance, Annuities, and Investments
Blog Listing
It pays to establish business valuations
Business owners need to understand valuation and why it’s critical for their future.
How business owners can use life insurance to help in retirement
Business owners are finding that the traditional means of funding a comfortable retirement may not be enough.
7 ways to engage millennials in your workplace
How do you deliver workplace benefits to engage the millennial generation?
Employee retention: 3 key points
Here are ways for a business to attract and retain great employees.
Setting financial goals: Using the 5-10-15-20 concept
Aiming for targets in 4 key areas will set an overall plan for your strategic financial objectives.
What owners should know about Qualified Sick Pay Plans
You can help protect your business from a key employee loss by funding a Qualified Sick Pay Plan.
Keeping your retirement plans in sync with your business
Are you a small business owner planning for retirement? Estimate the value of your business.
Setting financial goals the 5-10-15-20 way. Goal #3: Retirement
Contributing to qualified retirement plans is just part of the equation.
Setting financial goals the 5-10-15-20 way. Goal #2: Savings
Set a plan for your savings goals as part of a long-term financial strategy.
Setting financial goals the 5-10-15-20 way. Goal #1: Income
Don't ask how much you will make, but how much you could make.
Setting financial goals the 5-10-15-20 way. Goal #4 Debt
View the elimination of debt as a long-term financial goal and create a schedule and plan.
Understanding voluntary benefits
Business owners, a successful benefit program can improve overall employee productivity.
Prepared for a disability? Understanding business overhead insurance
Help protect your business in case of a disability through overhead expense insurance.
Section 162 executive plans: The bonus that keeps on giving
A compensation program that uses life insurance to entice and keep key executives at your company.
Succession planning for your business
Someday you'll have to turn over the reins to someone else. Plan for it.
Different types of buy-sell agreements for business
They protect against the 5 D's: death, disability, divorce, departure, and disqualification.
Knowing the value of your business
When it comes to putting a price on the business, too many owners decide to go it alone.
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