Financial Investment Advisor Blog

10 Effective Financial Planning Tips for Small Business Owners

As a small business owner, you’re expected to wear many hats. You’re the CEO, the CFO, and the Chief Marketing Officer all rolled into one. You’re responsible for the day-to-day operations of your business, long-term planning, and strategic decision-making. And while you might be the jack of all trades, there’s a good chance you’re not…

Author
Christopher K. Winn
Oct, 03 2022 · Business Owner Planning
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Retirement Planning for Business Owners: What You Need to Know When Selling Your Business for Your Retirement

Thinking about retirement? If you’re like most business owners, the bulk of your net worth is tied to your business. Of course, you have savings and investments, but to really retire comfortably, you’ll need to unlock your most valuable asset. Read this guide to learn more about steps and best practices for business owner retirement planning

Author
Christopher K. Winn
Sep, 05 2022 · Business Owner Planning
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Key Components of Successful Financial Planning as a Small Business Owner

As a small business owner, you’re likely juggling tons of responsibilities to keep your business running smoothly and efficiently. These responsibilities include anything from accounting, marketing, and sales, to production, inventory management, and personal responsibilities. On top of that, you’ll probably have even more pressing tasks waiting – like keeping your business and personal finances…

Author
Christopher K. Winn
Aug, 08 2022 · Business Owner Planning
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The 10 Best and 10 Worst States in Which to Retire In [2022 Guide]

What are the best and worst states for retirement? Check our in-depth guide to find your perfect state for a comfortable retirement. In our guide, we compare the cost of life, taxes, healthcare, and other factors.

Author
Christopher K. Winn
Aug, 08 2022 · Retirement Planning
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How Much Money Do I Need To Retire With $100,000 a Year Income?

Is $100.000 a good salary and can you retire with a 100K yearly income? Read our blog to learn what it takes to create $100k of income per year in retirement.

Author
Christopher K. Winn
Jul, 24 2022 · All articles
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5 reasons why US inflation will remain growing

The latest inflation increase worldwide took many of us by surprise. Will the inflation rates and risks keep growing? How will it affect us? Read our blog to learn more.

Author
Christopher K. Winn
Jul, 18 2022 · All articles
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