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It's a New Quarter, which means New Rocks!  Are you ready?

As you may know, Exit Planning includes “financial readiness.” A well thought out plan addresses how much you will need in retirement. We just had our Freedom Point deeper dive webinar this week and we talked about how to calculate your Freedom Point.

A well-crafted business plan can be a blueprint for entrepreneurial confidence. This multifaceted tool is as important to established business owners looking to grow their companies as it is to budding entrepreneurs.

If you own a business, there are many decisions to make on a day-to-day basis. But, when it comes to selling your business, transferring it to key employees or family members, or retiring, planning can often become more complex. It is essential for business owners to have an exit plan as they transition to the next phase of life.

If you are an introvert—you have probably wondered how to stand out at work without saying “Hey, look at me!” Often times, introverts can be perceived as having less personality and engagement than the outspoken extrovert.

You've got a great group working for you now, and business is good. You know that much of that success is due to one or two key people with both skills and personalities that are hard to match. Suppose they were injured and out of work for a while, or suppose they died? Would your business survive? Key employee life and disability insurance coverage can help make sure that it does.

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 during summer.

While it may seem that fishing and investing are completely unrelated, believe it or not, there are some characteristics that make a person good at fishing that can also transfer to investing. Here are six fishing lessons you can apply to your investment strategy.

Patience      

As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales, having ten employees, or some other tangible measure. However, financial professionals may benefit small-business owners no matter what the stage of their business.