Five Steps to Create a Flexible and lasting financial plan for You and your business
From cash reserves to financial professionals, here are five key ideas to help your business navigate volatility and build long-term resilience.
Six Steps to succession planning for Businesses
Transitions and change are challenging—especially for small business owners. It can be tough to wrap your head around leaving something you created and led, and even more complex if multiple people might be interested in taking over. That’s why I wrote 6 Steps to Succession Planning for Businesses.
How Well Protected Is YOUR Business?
This post explores how you can protect your business, employees, and lifestyle with the help of insurance products.
Insurance For Entrepreneurs: Affordable Alternatives To Estate Planning
When creating an estate plan, entrepreneurs generally look to ensure their heirs and beneficiaries receive assets in a way that effectively manages and minimizes estate taxes, gift taxes, and other potential tax and administrative costs. This can be pretty tricky, depending upon the components of the estate, their value, ownership structure, and even the state where the assets, and the entrepreneur, are located. Learn more about estate planning and affordable alternatives.