Category: Running a Business

Asset protection strategies are essential for safeguarding your wealth from unexpected events or liabilities. While some methods can be complex and expensive, there are five relatively simple and cost-effective techniques that can provide significant protection: umbrella insurance, life insurance, annuities, retirement accounts, and 529 accounts. Understanding these strategies and how they can benefit you will help secure a business owner’s hard earned assets and ensure the financial future for your loved ones. Please note:  The degree of asset protection provided… Read More

“How much money do you make?” That would be a rude question if asked by a stranger, or even a friend. But if you are a business owner seeking financing or money from investors, you’ll encounter that question all the time, and you better be prepared to answer it.  Understanding the meaning of annual revenue, how to calculate annual revenue, and then to be able to confidently share that number when required, can be key when growing a financially healthy… Read More