Joe McDonald July 15, 2019
Janney Senior Retirement Planning Specialist, Joe McDonald, discusses some retirement plan options specifically for self-employed individuals working without any employees.
May 15, 2019
If you own your own business, chances are you've at least thought about the conditions under which you will leave the business and who is going to take over after you're gone.
Michael Repak May 15, 2019
Some business owners plan to sell their business to enable their retirement. Even owners who intend to remain active in their business may want to diversify their holdings simply for the safety it could provide.
Selling a family business is a significant process that is impactful in numerous ways.
The new tax rules implemented by the Tax Cuts and Jobs Act (TCJA), which went into effect in 2018, added a new deduction for income received from a pass-through entity.
Choosing how you register your business (the form of your new organization) is an important decision during the life of your business and when planning for your exit strategy.
Stephen Gaines May 14, 2019
If you are a business owner, you likely spend much of your time immersed in the details of your business—meeting with customers and prospects, running the day-to-day operations, managing employees, and developing strategies for the next phase of growth. Like many business owners, however, your end game might be the successful sale of your business.
April 25, 2018
If you're self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future.
April 6, 2018
Risk management is a key component in any successful business plan. In today's world — where data breaches are common occurrences — it's especially important for business owners to understand the digital risks they face. Are you doing all you can to mitigate the risk of a cyberattack?
May 17, 2017
What would happen to your company if you were unable to work due to a disability?
May 17, 2016
Increasing your profits requires selling more and/or spending less.
Michael Repak April 30, 2015
Financial Planner, Mike Repak, discusses viable retirement solutions for business owners.
Michael Repak March 26, 2015
Financial Planner, Mike Repak, discusses some common issues that can affect a business when an owner dies.
Michael Repak March 13, 2015
Financial Planner, Mike Repak, poses some poignant questions to business owners on the importance of buy-sell agreements.
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