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.
retirement plan
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.
2020 Tax Strategies For Small Business Owners
Certain tax strategies for small business owners can help minimize what you owe. So if this is the first time you’ve thought about your taxes all year, don’t worry. Here are a few ideas that may help lower your 2020 tax bill.