5 Ways to Achieve Financial Freedom
For many people, financial freedom is within reach. However, it typically requires careful planning and discipline.
Personal Finance
Post-Tax Season Money Moves: Proactive Strategies to Reduce Next Year’s Tax Bill
If you were caught off guard by your tax burden this year, now can be a great time to take steps to proactively reduce next year’s tax bill.
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2022 Year-End Financial Planning Checklist
With the new year approaching, consider checking these financial to-dos off your year-end financial planning checklist before it’s too late.
The Complete Guide to Umbrella Insurance for Small Business Owners
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.
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4 Reasons Business Owners Need a Personal Financial Plan
Failing to separate your business from your personal assets can be problematic in the long run. In this article, we’re sharing four reasons why business owners need a personal financial plan.
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5 Steps for Successfully Transferring Ownership of a Business
Successfully transferring ownership of a business isn’t guaranteed. One way to beat the odds is to start planning early.
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Asset Protection Strategies for Entrepreneurs: The Ultimate Guide
Even the savviest entrepreneurs fear what an unexpected setback may mean for their family or their business. The good news is as business owners, we can prepare accordingly.
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Financial Planning Basics for Entrepreneurs
No matter what type of business owner you are—from freelancer to franchise owner—understanding these financial planning basics for entrepreneurs can help you overcome the various obstacles you’ll face along your path to financial freedom.
Liquidity & Diversification Strategies for Entrepreneurs
While there’s nothing wrong with self-funding your business, you may end up with a concentrated position in your own company stock, which can be difficult to unwind.
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6 Times Entrepreneurs Need a Financial Advisor
There are many reasons entrepreneurs tend to be skeptical of paying for financial advice. Still, there are times when working with a trusted advisor can be more valuable than going it alone.
The Entrepreneur’s Roadmap to Retirement
Do you want to eventually exit your business and retire? If your answer is yes—or even maybe—you’ll want to ensure you’re financially prepared for your transition from business owner to retiree.
Fact-Checking Financial Advice: 4 Steps For Separating Fact From Fiction
In my last few blog posts, I’ve focused on the importance of developing a healthy sense of awareness and skepticism when it comes to the forces that influence our financial decisions—mainly, the media and our emotions. Still, making good decisions also requires the right mix of education and advice. So, how do you know which
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