Smart Estate Planning With SDIRAs: What Every Self-Employed Business Owner Needs To Know

Self-employed individuals tend to face a unique set of financial challenges—especially in today’s unpredictable economy.  According to Experian’s 2024 Housing Market in Review, affordability remains a serious concern across many U.S. cities, with high interest rates and tight inventory putting pressure on individuals and families alike. In this climate, self-employed workers may feel the squeeze … Continue reading “Smart Estate Planning With SDIRAs: What Every Self-Employed Business Owner Needs To Know”

Building Wealth as a Self-Employed Individual: Strategies Beyond Your Business

When you work for yourself, it’s easy for work to feel like, well, your whole self. Or at least your whole financial life. Chances are you took big risks to make your business happen, so it makes sense that you want to focus on growing your brainchild (and, yes, increasing your income).  But when it … Continue reading “Building Wealth as a Self-Employed Individual: Strategies Beyond Your Business”

How to Plan for a Successful Retirement as a Small Business Owner

As a small business owner, you are responsible for your own retirement savings. This can be a daunting task, especially given most adults believe they’ll need nearly $1.5 million to retire comfortably. The good news is that proper retirement planning can set you up for success. There are several small business retirement plans you can … Continue reading “How to Plan for a Successful Retirement as a Small Business Owner”