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A Business Owners’ Guide to Tax-Smart College Planning
More than two-thirds of parents are concerned about how to pay for their child’s college education, and business owners are no exception.1 You may worry about being able to manage college expenses while also having concerns about...
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Funding a Buy-Sell Agreement with Life Insurance
As a partner or co-owner (private shareholder) of a business, you've spent years building a valuable financial interest in your company. You may have considered setting up a buy-sell agreement to ensure your surviving family a smooth...
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3 Ways Life Insurance Can Help Small Business Owners
For small business owners, ensuring your investment is covered is critical to ensuring the survival of your business after you are gone. One of the ways in which small business owners do this is by applying for life insurance in the...
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Wealth-Transfer Taxes Can Take a Toll on Small Businesses
Most business owners become wealthy the “old-fashioned” way—they work hard. But, suppose a business owner and his or her spouse were to die unexpectedly. Undoubtedly, they would hope their children or other family...
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Retirement Re-education: Back to School Time for Retirement Planning
Retirement planning is a constantly evolving process. Strategies that may have worked fine a few years ago may no longer be the optimal direction to continue. Your life may have taken unexpected turns, you may have different retirement...
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Income Tax Tips: Business Insurance
Insurance serves many purposes for a business. You'll need insurance to protect your business from property damage, personal injury suits, and other forms of financial loss. In addition, you may want to provide your employees with...
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Financial Management 101: Business Owners, Are You Doing Your Homework?
As a business owner, prudent financial management can help ensure your business remains healthy and stable. But what does good business financial management look like in practice? Here are four tips that may benefit business owners...
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The Role of Insurance in Your Financial Plan
A critical part of financial planning that is often overlooked is insurance. Having various insurance policies will provide different benefits to your financial plan, ranging from protection to tax breaks. In fact, insurance is a...
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LPL Financial Research Midyear Outlook 2023: The Path Toward Stability
Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme...
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What to Know About Working With a Financial Professional
If you've been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help. But the thought of turning over your most sensitive financial information to a...
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6 Savvy Ways Small Businesses May Save Money This Summer
Whether your business tends to slow down or speed up in the summer months, there are a few things small-business owners may consider to cut expenses as the temperature rises. Here are six savvy ways for small businesses to save money...
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When to Call Me
Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when...
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