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Small Business Planning
Small-business owners have special financial-planning needs and opportunities. You can participate in tax-advantaged savings plans for yourself (and your employees, if you have them) and other tax benefits, but you also have additional tax and legal responsibilities. You can also plan for your debt and investing needs as your business grows, and protect your business if anything happens to you.
Advice on Setting up Your First 401(k) as a Business Owner
Your business has grown and now it’s time to establish a 401(k) retirement plan. A 401(k) provides an efficient and easy way for you and your employees to save for retirement. Not to mention there are some great tax incentives too! You can choose from a variety of retirement plans, and each carries its own benefits. Read on for some advice as you dive into setting up your first 401(k) and becoming a fiduciary.
The Latest
How to Understand Tax Planning as a Small Business Owner
As a small business owner, you wear a lot of hats, and it might be easy to lose site of one critical function of your business: tax planning. Poor tax planning can result in unexpected tax bills and penalties that can impact your business’s cash flow. Here’s what you need to know.
Why Your Small Business Can Benefit From a Financial Planner
Working with a CERTIFIED FINANCIAL PLANNER™ professional can allow you to focus on your small business needs, while your trusted professional works for you to help reach your financial goals.
Succession Planning in the "New Normal": Strategies for Small Business Owners Looking to Retire During the Pandemic
The COVID-19 Pandemic has clearly added a great deal of complexity to small business owners who wish to retire and monetize their life’s work.
Why Career Changers Benefit From Financial Planning
Every decision you make as part of your career change should be viewed from the lens of your personal financial needs both today and for the long run.
How Making Partner Can Impact Your Finances
With planning and the support and guidance of a CFP® professional, you can ensure that you will be ready for the role of partner in a firm.
Saving Strategies for the Self-Employed
Being your own boss can be rewarding, but the job comes with special financial considerations that should be taken into account.
Financial Planning for Entrepreneurs
For entrepreneurs looking to create a holistic financial plan, it's beneficial to divide financial planning into two categories: business and personal.
Financial Planning for Small Business Owners
Small business owners need proper budgeting to determine the right product for their market/audience, market the product and sell it at the right volume.
Three Costs of Being Your Own Boss
Plan for the costs of being your own boss: the costs of not having a steady salary with benefits, not having a paid office or team, and not having a boss.
Jumpstarting Retirement Funds
Get big-picture guidance on jumpstarting a retirement fund, whether due to divorce, a business setback or just getting a late start on saving for retirement.