New research from Washington State University highlights that three things are at the top of the priority list for today’s small business owners: protecting against cybersecurity risks, planning for retirement/succession, and attracting new customers.
Over 1100 businesses were involved in the study to determine how companies were coping with the ongoing impact of COVID. There is a broad spectrum of how business owners were impacted by COVID. Some closed up shop entirely, others relied on short-term savings or PPL/EIDL loans to get through, and some grew with rapid scale.
If your company made it through the past two years or is growing quickly now, it’s the perfect time to think about the opportunity with succession planning. Planning for succession is vital for ensuring that you’re adaptable and flexible in the future based on potential risks and challenges.
September 9, 2022 |
New research from Washington State University highlights that three things are at the top of the priority list for today’s small business owners: protecting against ...
Learn MoreSeptember 8, 2022 |
The Northwestern Mutual 2022 Planning and Progress Study calls attention to the fact that more people want help with their financial planning than ever. With ...
Learn MoreSeptember 7, 2022 |
The last two years have presented a lot of upheaval to many people around the US and the world, leading to a number of phenomena. ...
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Investing is one of the most important ways to protect your own future regardless of your personal savings and investment goals. A diversified investment strategy ...
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Inflation has been largely talked about for the past several months and many people see its effects directly in places like the grocery store or ...
Learn MoreAugust 31, 2022 |
The pandemic has rocked many people and their businesses in the last few years, forcing plenty to pivot or lean into new financial strategies like ...
Learn MoreAugust 26, 2022 |
It’s been well documented that women tend to experience more pauses in their careers, reduced savings, and increased longevity. Unfortunately, these kinds of issues can ...
Learn MoreAugust 25, 2022 |
If you know that you need some support from a team of financial professionals but you’re not sure what you should handle on your own ...
Learn MoreAugust 24, 2022 |
A 529 plan can be used to help support your loved ones in their future college education. There are three big benefits associated with using ...
Learn MoreAugust 22, 2022 |
It makes sense to meet with a qualified and experienced financial planner, but it’s easy to put that topic off. By thinking ahead about the ...
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Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...
<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...
<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...
<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
