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Financial tactics and tools for self-starters to achieve enduring financial freedom decades ahead of the norm. Delivered once a month on the first Saturday.



Young Entrepreneur Book Roundup: 6 Must-Reads
Finding success as a business owner can take an immense amount of dedication, skill and determination. And for young entrepreneurs, it...

Donovan Carson
Mar 10, 20244 min read


How to Set Up Your Small Business So You Can Take a Vacation
As a small business owner, you’re probably familiar with the roadblocks associated with taking time off. We all deserve a vacation...

Donovan Carson
Mar 10, 20243 min read


4 Essential Financial Tips for Millennial Entrepreneurs
Are you a millennial entrepreneur? According to the Ewing Marion Kauffman Foundation, the peak age for starting a business “is closer to...

Donovan Carson
Mar 10, 20244 min read


5 Steps to Set Up and Maintain a Budget for Your Startup
You’ve developed your vision, a solid business plan and opened the doors to your new business venture but now you may be looking to hire...

Donovan Carson
Mar 10, 20243 min read


How Do Self-Employed Retirement Accounts Work?
Being self-employed can provide you the flexibility and freedom to do what you love, build your business the way you see fit and work as...

Donovan Carson
Mar 10, 20243 min read
![[Infographic] Planning for Retirement as a Small Business Owner](https://static.wixstatic.com/media/329ea9_d663437d16fa4c1198065b74e663d567~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/329ea9_d663437d16fa4c1198065b74e663d567~mv2.webp)
![[Infographic] Planning for Retirement as a Small Business Owner](https://static.wixstatic.com/media/329ea9_d663437d16fa4c1198065b74e663d567~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_avif,quality_auto/329ea9_d663437d16fa4c1198065b74e663d567~mv2.webp)
[Infographic] Planning for Retirement as a Small Business Owner
Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...

Donovan Carson
Mar 10, 20241 min read


Selling a Business? 3 Common Valuation Methods to Determine Worth
Whether you are thinking of selling your business in the near future or are interested in taking on outside investors, it is crucial that...

Donovan Carson
Mar 10, 20243 min read


What is a Family Business Succession Plan and Do I Need One for My Business?
If you intend to pass your business on to the next generation, developing a business succession plan should be top of mind when...

Donovan Carson
Mar 9, 20244 min read


Best Tools to Keep Your Small Business Organized
Staying organized and having a strategic plan and system in place to help you execute your goals is the secret to success as a small...

Donovan Carson
Mar 9, 20244 min read


Want to Offer Your Employees Added Perks? Consider Lifestyle Spending Accounts
When it comes to keeping your employees satisfied with employer-sponsored plans and benefits, there’s one thing for certain: you can’t...

Donovan Carson
Mar 9, 20243 min read


Looking to Hire a CPA for Your Business? 7 Important Questions to Ask First
Managing finances and legalities can be complicated whether you’re just starting a business or your company has taken off. Keeping track...

Donovan Carson
Mar 9, 20244 min read


5 Top Traits Best-Performing CEOs Have in Common
Becoming a successful CEO takes considerable time and effort. If you think about some of the top CEOs today - Sundar Pichai, Elon Musk,...

Donovan Carson
Mar 9, 20243 min read


Working Remotely? 7 Tips For Making Your Life Easier
In an effort to slow and stop the spread of COVID-19, people across the globe are urged and ordered to stay home and practice social...

Donovan Carson
Mar 9, 20244 min read


Implementing a Financial Wellness Program for Your Employees: A Guide
Over half of employees are stressed about their finances. As an employee, your career should be a source of financial relief and...

Donovan Carson
Mar 9, 20243 min read


How To Nurture Company Culture in the Era of Remote Work
Companies with strong cultures rank higher across the board in the minds of employees. Yet offices are nothing like they used to be....

Donovan Carson
Mar 9, 20243 min read


4 Creative Ways to Reduce Business Expenses
If your company needs to contain costs in order to achieve financial stability - during a time of extreme instability - these four...

Donovan Carson
Mar 9, 20243 min read


4 Things Every Plan Sponsor Should Be Thinking About
As we progress through the year, it's likely the past year has made us all rethink our futures. For employers and businesses, this means...

Donovan Carson
Mar 9, 20243 min read


4 Meaningful Ways You Can Help Boost Your Employees’ Financial Security
It’s crucial for employers to reassure their employees and offer as much stability as they’re able - and for many employees, financial...

Donovan Carson
Mar 9, 20243 min read


Got Stock Options? A Guide to Understanding the Complexities of Equity Compensation
Equity compensation is an alternative compensation strategy designed to provide employees with investment opportunities through...

Donovan Carson
Mar 9, 20243 min read


How to Offer a 401(k) For Your Employees As a Small Business Owner. These Are the 3 Next Steps to Take
When it comes to attracting top candidates and improving retention, offering certain advantages, such as a 401(k) plan, can be an...

Donovan Carson
Mar 8, 20244 min read
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