Podcast: How business owners document success
Listen to a discussion about the right documentation to protect your business.
Insurance, Annuities, and Investments
Blog Listing
A day for business owners to recognize retirement
National 401(k) day is a good time to encourage employees to keep track of their retirement.
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.
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.
Should you stay in charge or leave the business?
Making the choice between running the business forever or exiting into retirement.
Business owners: Which buy-sell arrangement is right for you?
There are several types of arrangements, each with its own advantages and disadvantages.
The freelancer's benefit checklist
Insurance and benefit choices can be harder and more expensive for freelancers to navigate alone.
State-mandated retirement plans gain traction
They can be an important step in helping employees achieve long-term financial wellness.
Tips to recession-proof your business
With proper foresight and planning, businesses can survive and even thrive in tough times.
Funding a buy-sell agreement
There a variety of ways to fund a buy-sell agreement for your business.
How to be a great workplace for parents
Savvy companies can become great places to work with parent-friendly policies.
Ways to sell or transfer a business
Consider the options: ESOP, transfer, sale, or management buyout?
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.
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.
Be sure your business is always ready to sell
Many baby boomer business owners want to exit, but few have done the necessary sale prep.
7 ways to engage millennials in your workplace
How do you deliver workplace benefits to engage the millennial generation?
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