If you are like most small business owners, you find it difficult to plan because your future has more unknowns than your non-business-owning counterparts. You might not know how much your business is worth, when…
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Two roads diverged in a wood, and I— I took the one less traveled by, And that has made all the difference. -Robert Frost Starting your own business can be like having a baby —…
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“I’ll figure it out when I’m ready to retire…” That is the response we hear from small business owners when we ask how much their business is worth. The wealth of nearly two-thirds (70%) of…
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From an average investor’s perspective, the marketplace might seem like it’s naturally segmented into specific categories. There are online brokers for the investors that want to have complete control over their investments, 401(k) investors that…
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For as quantitative as investing tends to be – with stock prices, dividend rates, interest yields, and countless other metrics – there’s an ever-important qualitative side that will always be dependent on the individual investor’s…
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Whether you view retirement as your own personal time to shine where you can finally start crossing line items off of your bucket list or simply as the next step in the natural progression of…
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No matter the type of insurance, an insurance policy is built to help protect you against the what-ifs of life. Unfortunately, no matter how thorough and deliberate we are in our planning, it’s impossible to…
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When it comes to investing, choosing the most appropriate path for you and your specific needs is rarely clear-cut. Between stocks, bonds, mutual funds, ETFs, and a seemingly endless variety of other types of investments,…
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You’ve worked your entire adult life to scrimp and save for a fulfilling retirement life after work, and now that you’re either on the home stretch or already enjoying your golden years, you might be…
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At one time or another, every parent has dreamed about sending their kids to the college of their dreams while setting them up for a prosperous future. Just ask Aunt Becky! Unfortunately, reality inevitably sets…
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