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Business ownership

For entrepreneurs (or those who aspire to it), a long-term financial strategy includes planning for the future and longevity of your business.

3 types of insurance business owners often overlook

After giving so much to your business, it can feel selfish to put yourself first. But if you protect your personal life, it can protect your business.

Time for What Matters

As a business owner, how are you making time for what matters most? Pursue your goals, your way with a customized action plan. Get started now.

What does it take to run a company?

Are you an aspiring entrepreneur wondering “What does it take to run a company?” This article lays out a helpful path for getting your small business off the ground.

The importance of company valuation

Business valuation can help business owners when selling their business, planning for retirement, estate planning, and more.


Using your retirement savings to start up a business

Are you considering using your retirement savings from a 401(k) Plan or IRA to finance the start of a small business? While the concept may sound like a good idea, there are many complicated tax […]

What do football coaches and business succession planning have in common?

Why might most football coaches be sound business succession planners? They understand that sketching out a solid game plan is important and needs to be revisited from time to time.

Business succession planning is not just tax and legal mumbo jumbo

As a small business owner, you understand that running a business is tough. You’re not only concerned with running the business today. You’re also concerned with how your business will continue on in the future, […]

180-Degree career pivot in 6 steps

Did you know that in 2021, according to the U.S. Bureau of Labor Statistics, more than 47 million Americans voluntarily quit their jobs? This record number of workers leaving the workforce has been called the Great Resignation.1 […]

Entrepreneurship is easier with a little help from your friends

The “American Dream” refers to the ability to create your own version of a successful life. For many people, that means the freedom to work for themselves.  Over 62% of millennials have considered starting their […]

From earning a paycheck to having a purpose-driven career

Whether you’re early in your career or years down a successful career path, think about how you’re spending those 2,000-plus work hours every year. If you’re disengaged from your job and simply working for that […]

5 tips to find your meaningful career

Are you someone who “works to live” and has no passion for that work? Do you get out of bed dreading the day, or excited to get it started? The desire to be satisfied with […]

Could your business last if your business associate died?

The death of your business associate is a terrible thought to contemplate, but all business co-ownerships face this risk and need to plan for it. Failure to plan can affect the ongoing viability of your […]

Who cares for the child when both parents pass away

As a parent, you’re concerned for your minor children should you pass away. Normally, the surviving parent retains custody. However, if both parents pass away, the court appoints a guardian. This may not be the […]

Why small business success should matter year-round

“Shop local” is not just a catchy slogan meant to make you and small-business owners feel good a few times a year. There is real economic value to shopping at and spending money at locally […]

Should I stay or should I go

You have spent years building your business. You’ve invested time and perhaps not so proverbial blood, sweat and tears to make it a success. Hopefully, it has provided you with a strong sense of satisfaction […]

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