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Financial Success Strategy for
Small Business Owners
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Business owners have to contend with many facets of financial management – business accounting, cash-flow management, and capital acquisition.
The one area of financial management that often goes unheeded or is placed on the backburner is their personal financial planning, yet it is the one aspect of a business owner’s financial picture that, if not soundly in place, could have the most serious unintended consequences for...
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Randy worked for a small business. When the owner died suddenly, the business accounts were frozen and it took several weeks before they could be accessed to meet payroll. Randy had trouble meeting his financial obligations and had to find a new job.
Jane worked at a small company for many years. When the owner decided to retire, she offered to sell the business to Jane. As she didn’t have the funds available, the business was...
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Grant and Sarah are planning on retiring within the next two years. Paul and Linda, already retired, are thinking about making a move. Whether you are about to retire or are already retired and considering a change, you should consider:
Where you want to retire is one of the biggest decisions you will make. Do you want to stay close to your hometown or venture somewhere new? How will this affect family and friends?
Does the structured and secure atmosphere of a retirement community appeal to you, or would you prefer to be...
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Success means having the courage, the determination, and the will to
become the person you believe you were meant to be.
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George Sheehan
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Commissions, trailing commissions, management fees and expenses all
may be associated with mutual fund investments. Mutual funds are not
guaranteed, their values change frequently and past performance may
not be repeated. Please read the prospectus of the mutual
funds in which you invest. The information in this email
newsletter is general information only and is not intended to
constitute specific legal, accounting, financial or tax advice for
any individual.
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