by Financial Tech Tools | Nov 1, 2023 | Blog, Business Owners, insurance
For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your...
by Financial Tech Tools | Oct 2, 2023 | Blog, life insurance
How To Use Insurance To Provide Your Family With Financial Protection The best way to provide your family with financial protection is with solid insurance planning. These three types of insurance will ensure your family has the financial resources they need if you...
by Financial Tech Tools | Sep 1, 2023 | 2023, Blog, Business Owners, corporate, investment
Investing as a Business OwnerMany business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business financial goals such as: building and protecting your savingsproviding...
by Financial Tech Tools | Aug 1, 2023 | Blog, insurance, life insurance
The Five Steps to Insurance PlanningOne of the first “grown-up” things you do is to get insurance. Maybe it’s renters’ insurance when you’re first starting out. After that, you move on to life insurance, home insurance, and car...
by Financial Tech Tools | Jul 1, 2023 | Blog, Business Owners, Buy Sell
Why A Buy-Sell Agreement Is Vital For Your BusinessThe purpose of a buy-sell agreement is to establish a set of rules or actions (that are legally binding) for what must happen to a business if one or more of the business owners is no longer involved. Why does my...
