One woman’s fight for financial freedom
How a New York entrepreneur started a trade school for underprivileged women in India.
Insurance, Annuities, and Investments
Blog Listing
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.
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.
Using life insurance for supplemental retirement income
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.
Prepared for a disability? Business overhead insurance
Help protect your business in case of a disability through overhead expense insurance.
Different types of buy-sell agreements
They protect against the 5 D's: death, disability, divorce, departure, and disqualification.
What benefits are employees looking for?
Gone are the days when an employer simply offers a 'one-size-fits-all' benefits package.
How multigenerational family businesses thrive
Parents, children, and grandchildren can make a business work, with the right skills.
Understanding voluntary benefits
A successful benefit program can improve overall employee productivity.
Are you doing enough to protect your highest earners?
Life and disability income insurance can help protect your highest earners.
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