Business Owner

A business succession plan spells out what happens to your company when you retire, become disabled, or step away. Here's how to build one.

A deferred fixed annuity can give business owners guaranteed retirement income for life — like a personal pension. See how it works.

A Section 162 bonus plan rewards key employees with employer-funded life insurance. Learn how it works, its tax benefits, and whether it fits your business.

70 percent of business owners have valued their business in three years. Here's why knowing your business's value matters — and who should do it.

After a business sale, smart allocation of proceeds is key to retirement security. Here’s how to build a strategy that lasts a lifetime.

Preparing for the unexpected may help you avoid unpleasant outcomes, like liquidation.

Our research indicates that many business owners have areas of exposure in terms of their business, personal, and financial pictures.

Buy-sell agreements protect businesses from the 5 D's: death, disability, divorce, departure, and disqualification. Learn about entity-purchase and cross-purchase types.

Why cash inside your business is not the same as personal savings — and what that means for your retirement readiness.

A micro business is a small enterprise with 10 or fewer employees. Explore practical tips for sales, marketing, and managing operations with a small team.

Learn how hiring a general manager can reduce owner dependence, build transferable value, and help family businesses bridge generational gaps.

Learn how to form a small business advisory council, who to include on your advisor team, and how it differs from a board of directors to help guide your company's growth.

Good personal finance can provide the flexibility and confidence necessary for solid job performance.

Beyond passion, proper analysis and funding are necessary to make a venture a success.

If you would incur financial hardship behind someone's possible passing, life insurance is justified.

Life and disability income insurance can help protect and retain the stars of your business.

The two sides of your life are distinct yet interdependent, which makes coordination essential.

The more customers your business can claim, the more likely you can increase profit margins.