Reading Time: 2 minutes Your business plan is an important part of creating a business and a critical tool for drawing in lenders and investors. If you’re thinking about launching a small business or if you want to take your small business in a new direction, a business plan is essential. As you develop your plan, you may want to keep these points in mind.
Below are articles that will help you define your values to gain clarity into your vision and help you leave your mark.
Reading Time: 2 minutes Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone, pretending to be a rep from the Internal Revenue Service (IRS), and demanding payment over the phone.
Reading Time: 4 minutes Learn the differences between Traditional and Roth IRAs, potential benefits, and drawbacks to help you make more informed decisions.
Reading Time: 2 minutes An issue that is overlooked by many people is the tax piece of a portfolio.
Reading Time: 4 minutes What will happen to your Facebook account when you die?
Reading Time: 3 minutes You‘ve saved for years. Now that you are retired, did you create an income plan from your savings?
Reading Time: 4 minutes Learn about the retirement plan options available to business owners.
Reading Time: 2 minutes Learn more about the importance of estate planning and strategies for a successful transfer of wealth.
Reading Time: 2 minutes This question as to whether you should refinance your home has been popular recently as mortgage rates are falling to new historic lows.
Reading Time: 2 minutes Helping clients plan their financial freedom requires a serious look at the impact of healthcare costs.
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