We’ve been talking about why you should build your financial team and how to get started. We’ve also introduced you to some team members like your Financial Advisor, so you can build a team that works for all your goals!Your Certified Public Accountant, or CPA, is an essential part of your financial team for obvious reasons: he or she will be the one who helps you navigate that rabbit warren … [Read more...]
Financial Teams: Our Article in the Rhode Island Small Business Journal
Learn more about Financial Teams for Small Business We’ve been talking about building your financial team over the past few months. We've talked about everything from why you need one to who’s on first. We are excited to announce that our fearless leader, Stephanie Robl, published an article on financial teams in the Rhode Island Small Business Journal!Check it out here, and please feel free … [Read more...]
4 Tips for a Successful 2015
How do you want your year to look? Happy New Year! Your New Year's resolutions are in place. The Times Square ball has dropped, the champagne and confetti are all cleaned up, and you’ve hit the gym exactly once. For the facility tour.But we’re not judging.We’re just asking you one question this month: How do you want your year to look?The year is still young! You have plenty of time … [Read more...]
Your Financial Team: Management Meeting
We know many of you have been building your financial teams with the help of our recent blog posts. You’ve gotten started, recruited key members. Well, now it’s time to put those players on the field and see what happens! You can do this by scheduling a Financial Team Management Meeting, so your financial team members can all be in the same room together.For example, our recent management … [Read more...]
4 Retirement Options for The Small Business Owner
As a small business owner, you’re always preparing for the future of your business: you’ve probably got a 1-year plan, a 5-year plan, and more! With all these company plans--as well as the day-to-day craziness that comes with running a small business--it’s easy to lose track of your personal financial planning. However, it's always a good idea to start retirement planning. Don't wait to save for … [Read more...]