Retirement Planning for Small Business Owners

America is full of entrepreneurs and many people can successfully run a small business for many years. However, most small business owners do not have a retirement plan. They rely on selling the business as a means of retirement. A recent survey showed that 75 percent of participants age 18-64 have saved less than $100,000 … Read More

Marital Separation: The Dos and Don’ts

Marriage can be difficult sometimes. Some people choose to get a divorce and others try to repair their marriage. Either way, you should consider if a separation is right for you during this time. Separating can be beneficial. It gives each spouse space and time to think and decide what to do. Whatever your reasons … Read More

Financial Planning Guide for Small Business Owners

Many Americans struggle to save for retirement. According to a report by CNBC most only have 12% of what they will need saved. For small business owners it can be especially difficult. We are here to help with the top financial planning tips for small business owners. Financial Planning Guide for Small Business Owners [Related: … Read More

Financial Planning Tips for Small Business Owners

Ever dreamed of owning your own business? I know I have! Most people are very attracted to the idea of being their own boss. While owning a small business is an appealing idea, it does carry some significant risks. Only 50 percent of small businesses actually survive the first five years. That’s a scary thought. … Read More

How Entrepreneurs and Business Professionals Should Manage Wealth

Despite misconceptions, wealth management is key for business professionals of any income bracket. Planning for the future now is always the best bet when banking on financial security, and business owners and entrepreneurs have special considerations when it comes to wealth management. We will break down the circumstances unique to wealth management for this group. … Read More

Separation and Divorce Financial Planning | What You Need to Know

Being separated from your spouse is complicated in the best of circumstances, and when it comes to money, things can be doubly tricky. Though you may be in the process of carving out a life without your husband or wife, until you’re divorced, your finances remain entangled. Here are some things to help you navigate … Read More

Top 5 Traits of the Best Financial Planners

Deciding what to do with your money can be a daunting task. Whether you need help with debt payoff or deciding what, and how much, to invest in, a financial planner can help you take the hassle out of these decisions. If you are trying to remain conscious of cost and have simpler needs like … Read More

Wealth Management–Do I Need It?

Wealth management, what is that? It is a service offered by a professional that includes a wide range of financial services and products for one set fee.