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How to Minimize Taxes While Transferring Wealth

Whether you’re planning to pass down your estate to loved ones or you’ve just inherited one yourself, you should consider these important steps.

6 Steps to Empower Your Employees to Financial Wellness

January 4, 2023 Business Owners Business Executives Financial Literacy By Advisor Jim Zahansky

Money is a leading stressor for adults in America. Empowering your employees with financial education and incentives can help reduce that stress (and increase retention).

“Phantom Stock” Compensation: What It Is and What to Know

December 2, 2022 Business Owners Business Executives Financial Planning By Advisor Jim Zahansky

High-level executives and directors are often incentivized with complex compensation packages. If your business is offering a phantom stock plan, here's what you need to know.

5 Signs Your Business May Experience a Cash Flow Crisis

November 3, 2022 Business Owners Financial Planning By Advisor Jim Zahansky

Here are five tell-tale signs your business is about to face a cash flow crisis – and what you can do about it.

Equity Compensation: A Guide for High-Level Executives

October 3, 2022 Business Executives Financial Planning By Advisor Jim Zahansky High Net Worth

If you’re a high-level executive (or are just stepping into the role), you likely have been offered equity compensation. Here's what you should know about this form of compensation, and how to maximize it.

5 Tips to Get Started With the Business Transition Process

September 13, 2022 Business Owners Business Succession Planning By Advisor Jim Zahansky

For business owners nearing retirement, a successful business transition plan is essential. Here are some tips to help you maximize the return on your business investment so you can Live Well the way you’ve always envisioned in retirement.

Four Steps to Help Your Business Survive (And Thrive) During High Inflation

August 1, 2022 Business Owners Business Executives By Advisor Jim Zahansky

Here's how to get your business operating at maximum efficiency so it can weather the temporary (though tough) storm of high inflation and shrinking profit margins.

Employers: Now's the Time to Benchmark Your 401(k) Plan

July 10, 2022 Business Owners By Advisor Jim Zahansky

As an employer, offering a 401(k) to your employees is a great way to retain a motivated workforce while attracting new talent. Here's how you can also reaffirm the value of your plan and the benefit to your employees.

Connecticut Business Owners: Are You Ready for the MyCTSavings Program Requirements?

June 3, 2022 Business Owners By Advisor Jim Zahansky

Beginning this month, Connecticut employers with five or more employees will be required to register with the MyCTSavings Program, or certify that they are exempt from the program. If you’re a Connecticut business owner, find out what this means for you, your business, your employees, and your bottom line.

What to Know About Investing in Small Businesses

May 16, 2022 Investing By Advisor Jim Zahansky

Small businesses play a big part in our economy. If you’re considering investing in a small business, here’s what you should know when making your decision.

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