Small Business
News, insights and expert analysis on small business from the team at Kiplinger.
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How to Navigate the Silence After Your Business Sells for $5MThe silence after a big sale can be disorienting. It's essential to redefine your identity and focus on your purpose before rushing into the next big thing.
By Dennis D. Coughlin, CFP, AIF
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Is a Cash Balance Plan Your Key to a Wealthy Retirement?Cash balance plans have plenty of benefits for small-business owners. For starters, they can supercharge retirement savings and slash taxes. Should you opt in?
By Megan Clark, Investment Adviser Representative
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To Build Client Relationships That Last, Embrace SimplicityAs more automation becomes the norm, you can distinguish yourself as a financial professional by using technology wisely and prioritizing personal touches.
By Cody Foster
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Client Demand Is Forcing Advisers to Specialize: How to DeliverThe complexity of wealthy clients' needs — combined with AI and consumer demand — suggests the future of financial planning belongs to specialized experts.
By Jared Trexler
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What Makes This Business Successful? The Founder's Kids ShareThe children of Morgan Clayton share how their father's wisdom, life experience and caring nature have turned their family business into a respected powerhouse.
By H. Dennis Beaver, Esq.
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Smart Business: How Community Engagement Can Help Fuel GrowthAs a financial professional, you can strengthen your brand while making a difference in your community. See how these pros turned community spirit into growth.
By Cody Foster
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In 2026, the Human Touch Will Be the Differentiator for AdvisersAdvisers who leverage innovative technology to streamline tasks and combat a talent shortage can then prioritize the irreplaceable human touch and empathy.
By Janel Jackson
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How Advisers Can Deliver a True Family Office ExperienceThe family office model is no longer just for the ultra-wealthy. Advisory firms will need to ensure they have the talent and the tech to serve their clients.
By Raj Doshi
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How Advisers Turn Compliance Into a Competitive AdvantageCollaboration, transparency and education can strengthen compliance and empower financial advisers to thrive.
By Shawn Scholz
