Small Business
News, insights and expert analysis on small business from the team at Kiplinger.
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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
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Clients Asking About IPOs? A Framework for the ConversationUsing these steps, financial advisers can walk clients through the IPO process and the realities while also addressing the client's long-term financial plan.
By Ben Sullivan, CFA®, CFP®
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Business Owners Can Balance AI, Employee Loyalty and RetirementScaling your business for an exit doesn’t mean shedding your soul. Here is how to leverage AI to elevate your people and maximize your final payout.
By Maurie Backman
