In A Nutshell
Oak Capital Advisors' blog provides entrepreneurs with straightforward and succinct guidance for business and financial success.
Recent Articles
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.
5 Estate Planning Moves to Make Before Selling Your Small Business
It’s crucial as a business owner to identify opportunities and minimize risks when selling your small business. In this article, we’re sharing five estate planning tips for business owners to consider before exiting your small business.
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.
How to Protect Your Small Business from Cyberattacks
Businesses are becoming more vulnerable to phishing and ransomware attacks. Therefore, it’s more important than ever to protect your small business from cyberattacks.
5 Habits That Can Help You Retire a Millionaire
These five habits can help you retire a millionaire without relying on proceeds from the sale of your business to fund your retirement.
Choosing the Right Self-Employed Retirement Account
If you need to select a self-employed retirement account, this guide can help you decide which option is right for you.
Take the guess-work out of your financial future.
Start your journey with a complimentary Financial Independence Roadmap™.