Small Business
News, insights and expert analysis on small business from the team at Kiplinger.
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We Should All Consider Disability Insurance — My Family's Story Shows WhyDisability insurance can ensure your family is taken care of if serious illness or injury strikes. But sometimes only a real-life story drives that message home.
By Jane Schroeder, CLTC
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Grow Your Advisory Firm by Refining Your Sales ProcessIf you want 2026 to be a breakout year for your advisory firm, help build or refine your sales process using AI as an additional resource. Here's how to do it.
By Cody Foster
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How Businesses Can Budget for AI Even When the Bill Keeps ChangingAI is now a permanent line in your operating budget, but don't treat it like a standard software subscription. It's a variable cost, so plan accordingly.
By John O'Connell, MBA
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Loyalty Points vs Empathy: A Widow’s StoryA widow was blocked from using her late husband's loyalty points. This is what businesses can learn about compassionate customer service from her story.
By H. Dennis Beaver, Esq.
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Why Dividend Growth Wins for Post-Liquidity Business OwnersAfter selling a business, former owners can struggle with relying on income from a traditional portfolio. Dividend growth strategies may be a much better fit.
By Nicholas W. Puncer, CFA®, CFP®
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A 2026 Tax Playbook for High Earners: Stealth Taxes and WinsThe OBBBA set some "tax traps" that target some of the executive suite's financial perks. Here's how you can dodge those sneaky ambushes.
By Mike Palmer, CFP®
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Passive Income: How the Ultra-Wealthy Build Wealth While They SleepHow the wealthy create passive income streams that keep paying long after the hard work is done.
By Zina Kumok
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How Business Owners Can Unlock Capital When the Bank Said NoBusiness owners often struggle to secure funding because they don't realize commercial lending is more flexible than traditional banks. Here are some options.
By Christopher Cornella
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How to Help Business Owners Manage the Emotional Side of a ExitRather than being purely transaction-focused, advisers can help see owners through the financial and deeply personal transitions of exiting their business.
By Andrew Palmer
