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Blogs on retirement and wealth building

Are you looking for timely and easy to consume resources? Small business owners can find blogs about key strategies and resources to help grow your small business, increase financial literacy and employee retention, tax responsibilities and more.
Business owners in store
20 March, 2023
Whether you are a seasoned business owner or a first-time entrepreneur, it’s never too early to consider approaches to building long-term wealth through your small business. Although there are many tactics to achieving financial security and building wealth, here are some key strategies for small business owners to consider. 
Business owner
30 January, 2023
Small businesses are undergoing a major shift in the business landscape, which is prompting them to reassess their future. Getting ready for retirement involves thorough planning, assessing available retirement options, and taking ownership of your finances. A recently passed law, known as Secure 2.0, is providing a number of changes that could help strengthen the retirement system for small businesses and their employees in the United States. 
Business owner
22 July, 2022
For small business owners who may be considering the next stages of their lives, succession planning is a key step in standing down from your small business and/or transferring ownership of your business. While the process may be complex, determining ways to transfer ownership of a business can be rewarding, provide peace of mind and is key in planning for the future.
Business owner
15 June, 2022
The COVID-19 pandemic has brought on numerous challenges for small employers, from supply chain disruptions to increased cyberattacks, which has forced them to rethink their marketing strategies to grow their online presence. This is why employee retention has become top of mind for small employers, who are also increasingly competing with larger companies for a highly-skilled workforce. We compiled find five key strategies to navigate the ongoing workforce shortage in order to help retain your workforce.
Small business owner
15 June, 2021
Many California small businesses would like to offer retirement options to their employees—to help attract a talented workforce and boost employee morale—but can’t afford the overhead and administrative costs. The state now requires that all businesses with five or more employees facilitate employee participation in CalSavers if they don’t already have a retirement plan in place.
Small business owner
21 March, 2019
You might be perfectly content at work. Maybe you like your co-workers, your boss is a great person, the company seems to be doing really well and you are totally satisfied with your current salary. If this describes you, than we just have one thing to say: You should join a franchise.
Growth illustration
29 January, 2019
While it might take you several years of operation to feel like you’re making a comfortable profit, it’s never too early to think about how you can use your business to build long-term wealth.
Small business owner
10 January, 2019
With the right financial planning and experts on your side, you’ll be able to stay on top of your short-term and long-term priorities. This includes everything from the day-to-day management of your business to your well-deserved retirement.
Finances graphic
23 April, 2018

April is often associated with spring cleaning and reorganizing, which means you finally made the time go through that overflowing junk drawer or to organize last year’s financial statements for the tax filing deadline.