Do you Know Who's Managing the Family Money? You may be surprised.
For many families, this is a question getting new answers today because of changing family dynamics and the growing number of aging parents or family members. Long gone are the days when it could be assumed that managing family finances defaulted to “the man of the house.” At the same time, the Sandwich Generation is coming to terms with their aging parents... Read More
Your Digital Assets and Accounts: What Happens After You're Gone?
These days, it’s likely that most of your important financial information is stored digitally through a combination of online accounts, saved documents on your personal computer, and your smartphone. Chances are you keep a lot of other important information stored digitally too. If you’re a small business owner with registered domain names, a thriving... Read More
Big Life Change? Helpful Financial Strategies for Women in Transition
Are you a woman in transition? If you’re facing a big life change — as a successful owner or manager of a rapidly growing business, someone with a recent inheritance, or perhaps recently widowed, divorced, engaged, married, or dealing with illness — then you’re a woman in transition, and you have special financial needs. Read More
Small Business Owners: How to Chart Your Course to a Spectacular Retirement
There’s a myth out there that most owners of small businesses and startups are younger people. In fact, the opposite is true: Most business owners are age 55 and over. That reality can turn what are usually the peak earning and retirement savings years from your late 40s to late 50s into something more akin to watching " The Perils of Pauline." But it... Read More
Discover Your Perfect Practical Financial Plan at Any Age
Having a solid handle on your financial well-being makes for one less stressor – and better sleep at night. But then you probably know that. Let’s explore some of the stereotypes and misperceptions that can get in the way of building your financial confidence and reducing stress through planning — and practical ways to get started or move ahead with your... Read More
How to Know the Financial Metrics that Matter During a Crisis
In 2020, the pandemic presented many small business owners with a crash course on financial metrics and why they matter. You may be one. I imagine you’ve owned your business for a few years or more, endured some ups and downs but overall enjoyed steady growth, watched your cash flow and know your bottom line. Why was selecting, applying for, and tracking... Read More
How to Balance Your Off-Kilter Business and Personal Finances Today
Just about anyone can start a business. Get an idea. Fill out some forms. Register with the necessary local and state agencies. Tell the world about your fantastic new service or product. But following your dreams is never easy — it’s hard work, fear of failure, loneliness, and mistakes. Running a successful business over time takes a lot more than starting... Read More
How to Finance Your Second Career as Business Owner
Buying or starting a business used to be unusual if you were considering a second career. But encore careers as a business owner become more popular each year despite the wide-spread perception of risk. Let's explore what is driving the trend and your options for transitioning in a way that can help safeguard your business dream and your financial... Read More