Enduring the fluctuations of the market can be challenging, even for the most seasoned investors. Indeed, most of us know by now that staying the course is prudent—especially during periods of discomfort. Yet doing so may be easier said than done.
There are certain estate planning documents everyone should have, regardless of their age, stage of life, or net worth.
It’s natural to be skeptical about paying for financial advice. Still, there are circumstances that warrant delegating to a professional. Here are six times small business owners may need a financial advisor.
With the new year approaching, consider checking these financial to-dos off your year-end financial planning checklist before it’s too late.
Though seller financing has its advantages, there are potential risks involved. Understanding the pros and cons of seller financing your small business sale can help you determine if it’s the right exit path for you.
Brett shares three financial best practices for small business owners–specifically, entrepreneurs who run a smaller business–to help you run a clean, efficient small business that is legal and well organized.
To avoid overpaying Uncle Sam and preserve more of your hard-earned income, consider these end-of-year tax planning tips for 2022.
In this episode, Brett shares his insights into creating and interpreting your small business’s profit and loss statement.
Brett shares his thoughts on how to implement a profit-first mentality in your small business, so that you feel less overwhelmed and burned out and can ultimately help more people.
As your net worth increases, creditors and predators are more likely to go after your assets. Thus, small business owners may want to consider umbrella insurance to protect your personal financial resources.
In this episode, Brett shares why I-Bonds may be an effective investment opportunity for business owners who want to outpace inflation.
Brett shares his rules of thumb for determining how much to save for retirement at any age based on your future lifestyle goals.
