Financial Planning • Category.

3 Financial Tips for an Entrepreneur Starting Their Own Business Category: Financial Planning

Starting a BusinessStarting a new business should be exciting. Your creative juices are flowing at an all-time high as you embark on a journey that finally allows you to call all the shots. You’re the boss now. No more reporting to supervisors and managers who don’t see the extent of your entrepreneurial vision — this is all you.

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How to Invest in Your Child’s Future Category: Financial Planning

Invest in Your Child's FutureChildren are the most important thing in the world. Parents understand this beyond a shadow of a doubt, but even those without children know this. Society understands that children are the future and will shape our world long after we’re gone. In a greater sense, we do everything we can to prepare them for that future.

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Understanding the 3 Financial Planning Stages Category: Financial Planning

Understanding the 3 Financial Planning StagesWe all go through different stages of life. Whether it’s dying our hair pink or moving to a new city, these stages represent different phases. As each stage inevitably ends, a new one opens up. It’s the accumulation of these stages that turns us into the people we are today.

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I Don’t Own Many Assets, Do I Still Need an Estate Plan? Category: Financial Planning

Estate PlanListen, there’s plenty of people out there who don’t own a sprawling mansion with a private helicopter. Come to think of it, there’s probably a lot more people without those things than with them. The idea that you need to own a big house and have large retirement savings to build an estate plan couldn’t be further from the truth.

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What You Need to Know Before Selling Your Business Category: Financial Planning

BusinessThere’s any number of reasons that can lead you to sell your business. It can be as cut and dried as retirement or something more complicated such as a serious health concern. The decision can even come out of nowhere with a sudden change of heart about the line of work you’re in. But it’s what happens once that decision is made that becomes especially critical.

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