by Todd Feldman, CFP®, CExP™ | Succession Planning
Business insurance is an essential tool to protect your business assets in case of emergencies. But not all business insurance policies are created equal and may not provide coverage that meets your company’s unique and specific needs. Here are five important...
by Todd Feldman, CFP®, CExP™ | Business Growth
Having the right business advisors can help give you a crucial leg up when it comes to running a successful small business. But if you and your advisors are not on the same page regarding your goals and business philosophy, getting their advice can be worse than...
by Todd Feldman, CFP®, CExP™ | Retirement
A retirement full of nothing but rest and relaxation isn’t for everyone. Many small business owners find their entrepreneurial spirit just isn’t willing to take a backseat to their new lifestyle of playing golf and sipping whiskey sours. In fact, many retirees find...
by Todd Feldman, CFP®, CExP™ | Continuity Planning
A basic definition of business continuity that can be found on the Wikipedia entry on the subject calls “the capability of an organization to continue the delivery of products or services at pre-defined acceptable levels following a disruptive incident,”...
by Todd Feldman, CFP®, CExP™ | Continuity Planning
With temperatures rising and much of the country open for business again, many Americans are itching to get out and explore the outside world once again. But planning a vacation is a bit more complicated when you’re a business owner. So is it possible to leave...
