The Blog

Learn how financial planning for businesses supports cash flow, tax strategy, risk management, and long-term growth for small business owners.

Estate planning for business owners protects your legacy, family, and company. Learn strategies for asset protection, taxes, and succession planning.

In today’s busy world, it’s no wonder that many business owners leave their retirement planning to chance. This often means sporadic IRA contributions — or worse — no retirement savings strategy at all. This can lead to missing out on the benefits that tax-advantaged retirement accounts can provide. Having a retirement plan for your business can do more than help …

As a business owner wanting to save for retirement, there are many retirement plans to choose from. Each has its pros and cons, depending on whether or not you have employees, how much you can stock away each year, and how easy you want the administration of the plan to be. As you consider the top retirement planning tips for …

If you’re a business owner, you already know the importance of keeping a close eye on both your income and expenses. But let’s be honest—between running operations, managing people, and putting out fires, it’s easy for budgeting to slip to the bottom of the priority list. A business budget represents the operational blueprint of your small enterprise and, to a …

When preparing for the sensitive task of planning for the future—whether for end-of-life or potential incapacity—it’s easy to assume the choice is simply between having a will vs the estate planning process. Clarifying this common misconception is an important first step toward creating a thoughtful plan that preserves both your financial assets and the legacy you wish to leave behind. …

Have you ever opened a shoebox of receipts in March and thought, “There must be an easier way”?  Filing small business taxes can feel like assembling furniture without the instructions, yet getting it right directly affects your bottom line. Errors create penalties, missed deductions cost real dollars, and late filings can trigger unwanted IRS attention. This guide breaks down the …

If you’re a business owner or self-employed, you might be wondering how to save for retirement in a way that’s both tax-efficient and easy to manage.  When you start looking into all the different retirement plan options for business owners, you may feel overwhelmed with the range of accounts available. While we briefly review the four most common retirement plan …

When it comes to planning for retirement, one of the best ways to grow your nest egg is by using tax-advantaged retirement accounts. Depending on your current tax situation and long-term goals, these retirement accounts could help you save money on taxes now or in retirement. Two of the most popular retirement savings vehicles are the 401(k) and the IRA …