Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. People rely on a lot of different information...
It has been twelve months since we weathered that short-lived market turmoil known as Brexit, which immediately followed the United Kingdom’s surprise vote to leave the European Union. Turns out that was the last time stock markets across the...
Hot off the presses, our White Paper on the Solo 401(k) will open the eyes of the self-employed. This powerful and widely unknown retirement account can help self-employed and independent contractors put away tens of thousands more for their...
business owner, independent contractors, Retirement Accounts, Retirement Planning, self employed, solo 401k
DETERMINING WHAT IS FAIR In our post entitled, Decision Making in Your Family Business: A Guide for Owners, we shared how requiring consensus in family decision making led to the most positive and unifying results. Our topic this time...
Today's guest post is by Jackie Waters, author of Hyper-Tidy.com. Financial life planning as you build a family can get complicated. You not only have to cover the basics in your day-to-day lives, but you have to look ahead and...
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You’ve spent your life building and running a successful business, and now you’re ready to pass it on. You’ve identified your successor – your precious offspring. Great! Now what? There are many steps between here and your end goal...
business continuity, family business, family business successon, next generation, preparing heirs, succession planning