Exit Planning: Preparing to Sell Your Business

For many business owners, selling a business is one of the most significant financial events of their lives. Years, and...

Second-Half Financial Planning Checklist for Business Owners

Quick Answer: What should business owners review in the second half of the year? Business owners should review: Cash flow...

Mid-Year SIMPLE IRA to 401(k) Conversions: What’s Changed and Why It Matters for Employers in 2024

In a significant update for small business retirement planning, the IRS now allows employers to terminate a SIMPLE IRA mid-year...

The Landmark Way: The Six-Phase Process of Working with Landmark Financial

Curious about what it’s like to work with Landmark Financial? We have a six-phase process that we walk all of...

Should Your Private Company Offer Employee Stock Options?

Is your private company considering offering employee stock options? Employee stock options can be a way to share the successes...

5 Things to Know Before Filing Your 2024 Tax Return

Like it or not, it’s officially tax season – the time of year when millions of taxpayers are gathering documents...

Which Type Of Trust Is Right For You? 8 Common Trusts to Consider

Revocable vs. Irrevocable Trusts A trust can either be revocable or irrevocable. What’s the difference? Revocable trusts (also called “revocable...

A SECURE Act 2.0 Summary for Businesses Providing SEP and SIMPLE IRA Plans

Are you a business owner in charge of selecting and providing a retirement plan for your employees (even if you’re...

How to Protect Your Business from Divorce

Divorce is not a pleasant topic, and no one goes into marriage with plans for its dissolution. But if you...

Are Cash Balance Pension Plans a Good Retirement Option for Your Company to Offer?

Figuring out which type of retirement plan to offer your employees is not as simple as choosing a 401(k) and calling it...