You need a holistic financial plan that takes into account where your business is now and what the plan is for the future. For small business owners, establishing a financial plan comes with an ...

Stoy Hall, CFP and founder of Black Mammoth, shares how he’s helping small business owners leverage tax planning ...

"The purpose of a financial plan is to help clients — whether it be an individual, family, or business — achieve their financial goals and objectives by creating a structured roadmap for ...

Maintain a prioritized list of business and personal financial goals and refer ... 401(k), SEP IRA or defined benefit plan. Eighty-two percent of all small businesses that fail cite cash flow ...

and business succession planning, although keep in mind that regularly reviewing your will and estate documents is essential to ensure that your goals are aligned. A well-rounded financial plan ...

Whether you go on to create financial plans for a small business or provide personalized guidance to individuals, you'll help people to use their resources to achieve their goals.

The law allows small businesses to participate in ... in the financial industry to help oversee the 401(k) plan. "Many individuals in the financial services industry can sell you a plan, but ...

The Community Development Financial Institutions Fund (CDFI), a small but long-running program in the U.S. Treasury that helps finance small businesses in underserved communities, is on the ...

Small business owners are good at wearing lots ... integrating long-term business and tax planning into a personal financial plan. "If everything isn't integrated, you are going to miss out ...

In the world of small businesses, annuities often fly under the radar. That’s right, those are the things you might associate ...

The Higher Education Act directs the Department of Education to administer student aid programs, one advocate pointed out.