Stage 6 of 6 · Secure what you built
Protect & Plan
Protect it, then plan your future
Insurance, fraud defense, paying yourself, your own retirement, and the day you hand over the keys.
Your path through Protect & Plan
- 1
Business Insurance 101: The Coverage You Need
Up nextA plain-English map of the policies small businesses actually buy, what each one pays for, and who needs it.
9 minFoundations - 2
Protecting Your Business From Fraud and Scams
How the most common small-business scams work, from fake payment changes to upfront-fee loan offers, and the simple controls that stop them.
8 minFoundations - 3
Cybersecurity Basics for Small Businesses
Seven practical habits, from multi-factor authentication to 3-2-1 backups, that block most attacks on small businesses.
8 minFoundations - 4
How to Pay Yourself (and How Much)
Owner's draw or salary, how your business structure decides, and a simple way to pick an amount you can keep paying.
8 minFoundations - 5
Retirement Planning for Business Owners
Why your business should not be your only retirement plan, and how Solo 401(k)s, SEPs, SIMPLEs, and pension-style plans let you save far more than an IRA.
11 minEstablished Interactive tool - 6
Planning Your Exit: Selling or Passing On Your Business
Your exit options, how buyers value small businesses, and the three-to-five-year plan that makes your company worth more to the next owner.
12 minAdvanced - 7
If Something Happens: Business Continuity Planning
A simple plan for illness, disaster, or losing a key person, so your business, team, and family are not left guessing.
9 minEstablished - 8
How Much Life Insurance Do You Need?
The right coverage can secure your family’s financial future.
6 minFoundations Lightbulb Library - 9
Investing Basics
When you invest, your dual goals are accumulating valuable assets and increasing your income.
6 minFoundations Lightbulb Library - 10
Introducing IRAs
The more you know about IRAs, the better you’ll like them.
6 minFoundations Lightbulb Library - 11
Wills and Powers of Attorney
You need will power to be sure your house is in order.
6 minFoundations Lightbulb Library - 12
Diversification
Diversifying means buying a number of investments within an asset class.
6 minEstablished Lightbulb Library - 13
Cooking Up a Will
You can follow a number of different recipes to produce a valid will.
6 minEstablished Lightbulb Library - 14
What's in a Name? Forms of Property Ownership
If your estate includes everything you own, you want to be pretty clear about what ownership means.
6 minEstablished Lightbulb Library - 15
Advanced Life Insurance Planning Strategies
If you make the right legal arrangement, you can use life insurance more effectively.
6 minAdvanced Lightbulb Library