Do you really know? Your first response may be, “everything” or “a lot of things.” But is that really the heart of the matter? Take Stan. Stan is a successful business owner living in a small town, raising two wonderful kids with his wife. Owning a business is “a lot.” Most business owners wear multiple…
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What is a fiduciary? A person or organization that acts on behalf of another person, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests. –Investopedia.com With retirement plans, there…
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Most business owners have a similar story…They started out scraping and saving just to pay taxes, working with their accountant every year to get the tax they owed Uncle Sam down to the bare minimum. As time moved on, they restructured to an ‘entity’, bought equipment, changed their accounting a time or two, and maybe…
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