Business Planning

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Making Cents: Where Entrepreneurs Go Wrong In Their Own Wealth Planning

Entrepreneur’s lives are frequently defined by their business. Business owners are typically smart, hard driven people with their eye on one thing only-SUCCESS. This can make it tough to separate their personal lives from their business lives. There are six common missteps, which if avoided, can make wealth planning more effective. It can take 24/7…


Making Cents: Planning for Succession of the Business

Small businesses are often credited as being a strong driver of our economy, and many are owned by one person. You may own one yourself, or have at least one solely owned business as a supplier of products or services for your home or business. In my experience, very few of these have a plan…

reception area

Napier Financial Office Construction Progress

Check back with us regularly to see progress on the construction of the Napier Financial Office Space! May 1st – more progress with the floor, paint on walls – almost ready!     April 27th – the floor is going in!     April 19th – Looking good!           April 5th…

napier construction

Office Construction Begins!

We have been planning for the last few months to update our office space, and the day is finally here. Our office has not been updated in a decade, so we are very excited to give it a fresh look. On Saturday, the demolition crew will begin taking down a few walls, ripping up the…


Making Cents: Starting A Small Business In Retirement

Everyone’s vision of retirement is different. Certainly the idea of retirement in 2023 is different than it was in 1950. Today’s retiree is more active, with many to-dos on the bucket list and the time and resources to pursue their vision. To some that means starting a small business. Maybe it’s your hobby that you’ve…

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Making Cents: 401K Trustees Need To Pay Attention

If you own a business, you may have been named as the trustee of the retirement plan when it was established.  The trustee of a retirement plan is responsible, in short, for just about everything. In the 401K sense, that trustee is not responsible for selecting the investments for each and every participant.  But that…

small business

Making Cents: Selling Your Small Business

In today’s financial markets, hardly a day passes without news of one major acquisition or another. Selling a business is easy when the economy is good, interest rates are low and companies are looking for a way to deploy capital. But what about your small business? According to the Small Business and Entrepreneurship Council, firms…

Business Meetin

Making Cents: Getting Your Business to the Next Generation

Most businesses in America are small businesses. A large portion of those small business are classified as family business. Family businesses can range from those run by siblings, cousins or other relatives and those that may have a multi-generational situation. A common goal is to keep the business in the family. The odds are against…

Noise, Noise, Noise

There are not many slow news days in Washington. The broadcast and print media are all fired up for 2022. This year has noise on a lot of levels.

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