Category: Business Owners

Total Wealth Planning Acquires Howell Financial Advisors

Total Wealth Planning’s newest acquisition increases its Assets Under Management (AUM) to over $900M. Cincinnati, OH — Total Wealth Planning, an independent Fee-Only registered investment …

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The Biggest Surprises After Retirement – WSJ Readers Weigh In

Retirement can present a number of surprises. The Wall Street Journal article below is an interview of several readers where they were asked what surprised …

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Don’t Let Your Small Business Distract You from Your Own Finances

We understand how hectic running a small business can be. Many small business owners place as much as possible on their own shoulders, usually due …

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Coronavirus Stimulus Package – Relief for Business Owners

President Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2 trillion fiscal stimulus bill intended to provide broad relief …

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When to Exit? The Quiet Millionaire® Business Owner’s Biggest Dilemma

There are only a few certainties in life: death, taxes, and the one thing few successful business owners take time to think about or want …

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Six Costly Mistakes That Business Owners Make When Exiting Their Business

The wealth of many boomers is tied up in businesses they own, and this can be a problem when it comes time to exit. Most …

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