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5 Tips for Saving and Investing as a Small-Business Owner

5 Tips for Saving and Investing as a Small-Business Owner

As a business owner, putting all your profits back into the business may be tempting, especially during the lean years. However, when it comes to saving and investing as a business owner, there are other paths you could consider for the long run without so much emphasis on the short term.

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Conducting a Midyear Financial Checkup

Conducting a Midyear Financial Checkup

Just like a routine health checkup can ensure your physical health, a financial checkup can help you evaluate how your finances are doing so you can make any necessary adjustments. Even better, it can give you the peace of mind you need to tackle the rest of the year with confidence.

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Generational Wealth and the Gift of Financial Freedom

Generational Wealth and the Gift of Financial Freedom

There are a variety of causes for the money to deplete so quickly, including spending sprees on unnecessary expenses (fancy toys, expensive clothes, jewelry, and lavish vacations), poor financial decision-making, taxes, and a lack of communication between parents and children.

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High Personal Tax Levels & Family Businesses

High Personal Tax Levels & Family Businesses

Family Enterprise USA (FEUSA), a non-profit organization dedicated to promoting and supporting family-owned businesses in America, has recently conducted a comprehensive survey among family businesses in the country. The Family Business Survey 2023 highlights the most pressing concerns of these enterprises, with high personal tax levels emerging as a top worry for America’s largest private employers.

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Creating a Legacy of Change through Charitable Giving

Creating a Legacy of Change through Charitable Giving

Philanthropy today is different than it was in the past. It was once common for donors to distribute their wealth through smaller grants to numerous organizations. Over time, best practices for charitable giving have evolved, and wealthy individuals are instead taking a greater interest in and even taking part in the organizations. Because of this, they are often giving more significant amounts to only a select few organizations.

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