Author - Rick Epple, CFP

1
7 Steps To Financial Independence For The Small Business Owner

7 Steps To Financial Independence For The Small Business Owner

As you prepare for tax day, are you thinking, I have been working as a business owner for a number of years and while I make a good income, I have no idea if I am on track for retirement? How do I take control of my future? The following process can be used to start you on your way.

Step 1: Determine where you are at…

Gather all your investment statements, checking account statements, latest tax returns, insurance documents, business documents including profit/loss statements, loan documents, spending history, and current estate documents. From this information, a net worth statement …

Read More

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login