Small-business owners have unique financial challenges. Is your advisor prepared to meet them? The number of small businesses in the United States total 33.3 million and comprise 99.9% of all U.S. businesses.1 Despite that, small-business owners, particularly baby boomers who own 51% of privately held businesses,2 can lack the financial guidance they need.
Approaching Retirement Is Like Driving Into a Fog Bank
For most of your career, the road ahead is clear. You’re earning, saving, investing. Retirement sits comfortably on...
