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How Technology And Strategic Human Capital Management Help
In this video we sit down with Alexis Knaack, a Human Capital Management Consultant with Paylocity, an online HR and…
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Business Owners Should Have a Valuation of Their Business
As a financial advisor who serves Gen X & Gen Y business owners, I know that many small business owners…
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The Benefits of Diversifying Your Investments as a Gen X & Gen Y Business Owner
Today, we’re focusing on Gen X and Gen Y business owners, discussing the importance of diversifying your investments. As a…
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Donor Advised Funds: A Flexible Solution for Charitable Giving
Donor Advised Funds (DAFs) have gained popularity in recent years as an effective tool for charitable giving. DAFs offer immediate…
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Tax Planning For Gen X & Gen Y Business Owners
We just got past tax filing deadline and as a Gen X or Gen Y business owner, tax planning can…
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You Have Money, Why Isn’t It Making You Happy?
“The world is not driven by greed, it is driven by envy” Charlie Munger, Vice Chairman, Berkshire Hathaway “Comparison…
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A Quick Guide To Getting The Most Value From The Sale Of Your Business
If you are counting on selling your business to create a pool of wealth to fund retirement and possibly create…
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What Every Business Owner Should Know About Estate Planning
You take a huge amount of risk in building a business. You risk your money, time, and more in the…
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The Impact Of Interest Rates On Small Business Loans
If you’re a Gen X or Gen Y business owner, you’re probably aware that interest rates play a significant…
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Choosing The Right Retirement Plan For Your Business
As a business owner, you are in a unique position to fund your retirement savings. Setting up a retirement plan…
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