Times to know the value of your business
When you review what your business is worth, you can plan more realistically
Insurance, Annuities, and Investments
Blog Listing
A pension plan provider’s primer on risk
How should an employer evaluate its pension plan to determine the right course of action?
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.
The freelancer's benefit checklist
Insurance and benefit choices can be harder and more expensive for freelancers to navigate alone.
Funding a buy-sell agreement
There a variety of ways to fund a buy-sell agreement for your business.
One woman’s fight for financial freedom
How a New York entrepreneur started a trade school for underprivileged women in India.
How ice cream equals community in Chinatown
A third generation Chinese-American builds her family business with commitment to community.
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.
The right business successor: Key to retirement
Retiring business owners should create a succession plan to protect their family and successor.
It pays to establish business valuations
Business owners need to understand valuation and why it’s critical for their future.
What owners should know about Qualified Sick Pay Plans
You can help protect your business by funding a Qualified Sick Pay Plan.
Can your business continue without you or your partner?
Preparing for the unexpected may help you avoid unpleasant outcomes, like liquidation.
Employee retention: 3 key points
Ways for a business to attract and retain great employees.
Expertise is key to managing pension risks and obligations
Employers find managing pensions increasingly difficult, but there are tools and partners that can help.
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.
Keeping your retirement plans in sync with your business
Are you a small business owner planning for retirement? Estimate the value of your business.
Your business, retirement, and the odds of liquidation
If you are a business owner looking to retire, beware of liquidation pitfalls.
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