Small Business
News, insights and expert analysis on small business from the team at Kiplinger.
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How Financial Advisers Can Best Serve Next-Gen InvestorsMillennial and Gen Z investors consume financial information differently from older clients, but they still need trusted advisers to cut through online noise.
By Genevieve Hayman, PhD
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How to Turn Wealthy Clients' Charity Into a Cohesive PlanHNW families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can change that in three steps.
By Gillian Howell
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The Q2 Tax Moves Every Business Owner Should Be Making NowDon't wait until Q4 to talk to your tax adviser or CPA. Business owners and the self-employed should be using April's tax return to shape the rest of the year.
By Rachel Richards, CPA
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Why Advisory Firms Should Improve Their Curb Appeal Long Before a SaleAdvisory firm owners often start investing in their business when a potential buyer or partner comes knocking. Why not gain the advantage by improving it now?
By Edward S. Karan, CFA®, CFP®
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How Client Segmentation Can Help Your Advisory Boost ProfitabilityClient segmentation often conjures up administrative hassles, but when implemented correctly, it can become a powerful engine for organic growth.
By Alison Considine
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Why High-Net-Worth Individuals Are Securing Golden VisasGolden Visas can help protect wealth, family and business operations by establishing a reliable backup residency and, often, a path to dual citizenship.
By Jonathan Ralph
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How to Master the Art of Family Business SuccessionYou might hope for an easy transition, but your children could have different ideas about who gets what. Talking about it early could head off divisions.
By Mike Moore
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50 Digital Tools to Make Extra Cash in RetirementCheck out 50 tools and apps to help you jumpstart your retirement side hustle with confidence.
By Kathryn Pomroy
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Sorry, Business Owners: Golf Cannot Be Your Sole Purpose in RetirementAfter a lifetime running a business, spending hours on the golf course, or any other hobby, sounds like a dream retirement. In reality, boredom will soon set in.
By Scott Snider
