Posts tagged retirement
Scary Money Mistakes: 4 Financial Pitfalls to Avoid to Protect Your Wealth

It’s a scary thought: common money mistakes can jeopardize your wealth and financial health if left unchecked. But if you can identify and avoid these pitfalls, you can be smart with your money, protect your financial well-being, and work toward building a healthy and secure financial future.

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5 Things Your Accountant Wishes You Were Doing Now for Next Year’s Taxes

As fall rolls in and the leaves start changing, you might be thinking about cozy sweaters, pumpkin patches, and holiday plans. But your accountant? They’re thinking about taxes. Believe it or not, autumn is the perfect time to get ahead on tax prep, and your accountant definitely has a wishlist of things they wish you were doing now to make tax season less stressful.

From organizing paperwork to making smart financial moves, here are five things your accountant wants you to tackle before the year ends to set yourself up for a smooth tax season next year.

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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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Growing a Small Business: The Financial Support You Need at Different Stages

As a small business owner, you are (by no official definition) a unicorn! Your business origin story is unique, your leadership style is unlike others, and you solve problems and handle challenges in your own way. 

So while we don’t want to discredit your uniqueness, we do want to point your attention to a common small business life cycle that most entrepreneurs experience. Knowing these stages can help you prepare for upcoming challenges, face current struggles, and be equipped with knowledge and skills for the future. 

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