The right business successor: Key to retirement
Retiring business owners should create a succession plan to protect their family and successor.
Insurance, Annuities, and Investments
Blog Listing
Marking the fiduciary calendar
Companies that sponsor defined contribution plans need to have a calendar, and not just for holidays.
The health hazards of being a boss
Happy Boss's Day? Mid-level bosses may suffer from stress levels higher than most.
COVID-19, the Fed and the markets, and a rat lesson
Could unintended consequences play a part as the Fed helps brace markets through the pandemic?
Improvement projects for your firm's retirement plan
The pandemic opened the door for businesses to make improvements to their 401(k) retirement plans.
Institutional 3rd quarter 2020 market update
With the upcoming election, investors are bracing for more volatility and an unpredictable finale to 2020.
Textile company weaves goodwill during COVID-19
When the pandemic struck, Culp stepped up, making masks to help the nation and their employees.
3 rules for female small business leaders
How two sisters used competitive wages, debt control, and succession planning to bolster their business.
Understanding the different ways to value your business
Since your business may be your most valuable asset, it’s important to know what it’s worth.
Times to know the value of your business
When you review what your business is worth, you can plan more realistically
15 minutes of fame
You’d be surprised at the results when you listen and act on customer feedback.
Business owners: Gauging your exit readiness
A successful business exit strategy takes planning and should cover five areas.
Business owners: What’s your margin?
Knowing your net margin is a prerequisite for exiting your business on your terms and realizing its full value.
Recognizing retirement
National 401(k) day is a good time to encourage employees to keep track of their retirement.
Business owners: Which buy-sell arrangement is right for you?
There are several types of arrangements, each with its own advantages and disadvantages.
How one type of annuity can fit into a business owner's retirement
Why owners should look to deferred fixed annuities, not just the business, for retirement income.
How business owners document success
Listen to a podcast about the right documentation to protect your business.
Strong teams build strong businesses: Here’s who can help
To help your business you need a combination of talent, expertise, and passion as well as coordination.
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