Business Owners Archives - Financial Advisors in Woodbury, NY

5 Common Retirement Investment Mistakes for Business Owners

Oct 8, 2024

By Bryan Trugman, CFPⓇ As a small business owner, your business is likely your pride and joy, consuming much of your time and energy. Your dedication fuels the U.S. economy, and we truly appreciate the impact you’re making through your commitment. Being part of the...

Why Exit Planning Is the Lynchpin of a Successful Business

Jun 1, 2022

Business owners: Are you on track to meet your goals for this year and next? If not, your exit strategy may be the place to look.

3 Financial Disciplines Every Business Owner Needs to Develop In 2021

Feb 26, 2021

By Bryan Trugman, CFPⓇ In our experience, business owners tend to be strongest when it comes to managing the cash flows of their businesses, but often tend to overlook some critical areas of their personal finances. We get it. When you wear all of the hats in your...

5 Common Retirement Investment Mistakes for Business Owners

Why Exit Planning Is the Lynchpin of a Successful Business

3 Financial Disciplines Every Business Owner Needs to Develop In 2021

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