Posts Tagged ‘small business’
Preserving Your Family Business with Long Term Care Planning
As a business owner, planning for long-term care (LTC) is crucial for protecting your legacy. Consider working with a CCR insurance professional to protect for your family’s business for years to come.
Read MorePutting Your Company’s Surplus Funds to Work
If your company is in the enviable position of having more funds on hand than are needed for current operations, you can make the most of these surplus funds by investing them. When examining possible investment options, there are several main points to consider: safety; after-tax yield; and liquidity. In addition, you should also examine…
Read More5 Reasons to Rethink Financial Wellness
Starting a financial wellness program can help increase employee productivity and lessen presenteeism.
Read MoreBusiness Succession Planning
Business owners often prioritize daily operations and growth, neglecting the critical issue of succession planning. This whitepaper explores the importance of business succession planning, outlines essential steps to create a comprehensive plan, and emphasizes the need for proactive measures to ensure business continuity.
Read MoreProtect the MVP from Disability
As a business owner, you are crucial to your business’s success. Protect your income and business with disability income insurance.
Read MoreNew Opportunities for LGBTQ+ Business Owners
Do you own a business and identify as LGBTQ+? If the answer to both is yes, then you might want to consider getting certified by the National Gay and Lesbian Chamber of Commerce.
Read MoreEstate Planning for Small Business Owners
If you’re a business owner, there are three estate planning conversations you need to have with your CCR financial professional.
Read MoreHow To Support Black-Owned Businesses
By supporting Black-owned businesses you can show your support for the Black community while improving your local economy at the same time!
Read MoreBusiness Succession Considerations for Small Business Owners
Small business owners, consider looking into business succession plans, which is aimed at maintaining the future health of businesses.
Read MoreDiversification & Small Business
As a small business owner, there’s a good chance that your diversification strategy may not work as you intended.
Read MoreDisability & Business Owners
Learn how disability insurance can help protect you and your business!
Read More10 Tips for Small Business Owners
Small business owners should conduct an annual assessment of their personal finances. Here are 10 tips to follow in weighing a small business owner’s financial plan.
Read MoreHow Diversification Can Help Small Business Owners Manage Risk
We hear all the time that spreading our portfolios’ holdings across many asset classes is the best defense against losses when the bears hit Wall Street. But as a business owner, there’s a good chance that your diversification strategy may not work as you intended. Here’s why.
Read MoreThinking of Selling Your Dental Practice? 4 Things You Should Know
Mark Palmerino gives his key considerations any dental practice owner should be thinking about as you begin to mull a sale of your business.
Read MoreHow to Help Small Business Owners Prep For a Sale
In How to Help Small Business Owners Prep for a Sale, Mark Palmerino gives four keys to assisting clients looking to retire.
Read MoreWhy Pension Plans Can Make Sense for Dental Practices
For some small business owners, pension plans are a broad financial planning tool that may help slash near- and long-term tax burden.
Read MoreTop Insurance Strategies For Small Business Owner Clients
As financial advisors, we’ve all encountered small business owner clients who are living the American dream.
Read MoreForget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses
For business owners, few things are more terrifying than a potential IRS tax audit.
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