Posts in Legacy
Which One of These Small Business Owner Retirement Plans Is Right for You?
Which One of These Small Business Owner Retirement Plans Is Right for You?

Similar to other decisions you’ve had to make on your own, retirement is another crucial financial topic you must diligently explore to set you and your business up for success. 

Small business retirement plans vary in terms of structure, benefits, and suitability, depending on the size of your business and team, your financial situation, and your goals. Choosing the right one for your business can feel daunting, but the sooner you decide which plan is right for you, the better handle you’ll have on your retirement planning. 

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Money, Profit First, Small Business, Small Business Finance, Business, Financial Protection, Legacy, Money ToolsKristen Ricuperofinance, financial coaching, Pittsburgh Financial Coach, North Carolina Financial Coach, small business coach, small business finance, small business, start-up business, business growth, business expansion, scale, retirement, retirement plans, 401k, IRA, financial stability
How to Secure Your Financial Legacy with Estate Planning
How to Secure Your Financial Legacy with Estate Planning

You're working hard to build wealth and lead a purposeful life where you have the freedom to make financial decisions that align with your values (no easy feat!). But with a proper plan, those decisions aren't confined to your lifetime.

How is that possible? Estate planning. It's a term you might have heard before, but if you never got to the bottom of what it is, why it's so important, and how you can use it to secure your financial legacy—now is your time to find out!

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Money Mindset, Money, Personal Finance, Financial Protection, LegacyKristen Ricuperofinance, financial coaching, Pittsburgh Financial Coach, North Carolina Financial Coach, financial freedom, personal finance, building wealth, estate planning, legacy, will, power of attorney, living trust