Although we are only just starting the second month of the new financial year, it is a good time to revisit the goals you have set for the year to determine if you are on track to achieving those, or if you may need to adjust your path.
Read MoreTopics: Business Improvement, Retirement Planning, Business Planning, Personal Financial Planning
There are many benefits to being a small business owner such as being your own boss, leading a team and the ability to give back to your community. A well-funded retirement account, though, is not one of these many benefits. Most of us believe that, when the time is right, we will sell our business and easily transition into retirement on the earnings generated from the sale. It’s certainly an appealing scenario. To pull it off, however, takes years of preparation and careful planning. This succession planning can be broken down into three categories – people, systems and finances.
Read MoreTopics: Business Improvement, Retirement Planning, Business Planning
What does financial success look like for you? Everyone has different hopes and dreams, but one thing shared by every individual goal is the need for a plan to make it happen. Whether you’re looking to save for an overseas holiday next year or you’re working towards a retirement free of money worries, making a financial plan is an important step in the right direction.
Topics: Retirement Planning, Personal Financial Planning, Wealth creation