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Why Business Owners Need Financial Planning
If you're a business owner, you are likely the Chief Everything Officer at work and have many responsibilities. A business owner's situation is unique since they are asset-rich and cash-poor since their wealth is in their...
Read MoreRetiring Business Owners - Plan for Succession
If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be difficult to imagine your eventual transition into retirement. Yet, if you want to build...
Read MoreNavigating the 4 Phases of Retirement
Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does retirement entail? Analysts suggest there are four designated phases of retirement that a person often...
Read More2024 Contribution Limits: What’s New?
Life today is expensive, and contributing to a retirement plan is more beneficial than ever. Recently, the IRS announced it was raising the contribution limit for 401(k)s to $23,000 for 2024, up from $22,500. In a world where pensions...
Read MoreFinancial Planning for Contractors and Construction Workers
Although construction and the building trades may be a lucrative industry for general contractors and tradespeople alike, construction employees are less likely than other industry workers to qualify for, and participate in, an...
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Little Known Tax Credits for Business Owners
Nurturing a community, fostering growth and making a positive impact. As a small business owner, your employees are the heart and soul of your organization. Many entrepreneurs understand the importance of a diverse, inclusive workforce.
Read MoreLump-Sum Investing vs. Periodic Investing
Whether to invest a large amount all at once or over a short period of time (lump-sum investing), or to invest gradually over a longer period of time (periodic investing) is an investment strategy decision you'll have to face.
Read MoreThe Tax Benefits of a Backdoor Roth IRA for High Earners
A Backdoor Roth IRA is a strategy that allows individuals who earn too much to directly contribute to a Roth IRA to still contribute to one indirectly. Read on for more information.
Read MoreRetiring as a Small-Business Owner: What to Know Before You Go
The thought of retiring may be intimidating for anyone—but if you own your own business, handing your "baby" to new owners might be enough to stop you in your tracks.
Read MoreRetirement Revolution: 3 Reasons to Rethink Your Retirement Plan
Not sure if your retirement plan is still in line with your future life or financial goals? Give your current retirement plan a second look.
Read MoreWhy Business Owners Need Financial Planning
If you're a business owner, you are likely the Chief Everything Officer at work and have many responsibilities. A business financial plan can help business owners.
Read More8 Things Financial Planning Can Help You Address
Financial planning is unique for each person. Financial planning examines your current financial situation by assessing your budget, life and goals. Here are eight things financial planning can help you address to stay on track.
Read MoreStocks and Bonds Before and After Taxes
Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income. However, it is important to consider the impact of taxes on these investments.
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