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.
Still looking good, but don’t get complacent
“You’ve got to know when to hold ’em, know when to fold ’em”– Kenny Rogers, “The Gambler” There was no shortage of...
