Category Archives: Entrepreneurs

Sage Advice – Episode 1: Stephanie Kruse, KPS3

Sage Financial Advisors welcomes you to our first episode of Sage Advice, featuring Brian Loy, CFA, CFP of Sage Financial, with Stephanie Kruse, founder and chair of KPS3 Marketing. This is a fun, informative and thought-provoking session about life, financial … Continue reading

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Your Business in a Post-Coronavirus World

Along with economic recovery plans, there comes some relief. However, every business owner can be confident in one thing – we live, work and manage uncertainty. As a “new normal” emerges, developing a post-pandemic business plan is paramount. We’ve seen … Continue reading

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Estate Planning Actions for the Small Business Owner

Two things people avoid talking about are death and money. Combining the two is estate planning—the process of arranging for the management and disposal of a person’s estate while minimizing gift, estate, generation skipping transfer, and income tax. Estate planning … Continue reading

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Mitigating Risks for Small Business Owners

Creating a Risk Management Plan Small business owners make up most of the U.S. economy. While the statistics are not often reported by the media, according to the U.S. Small Business Administration (SBA), almost 50 percent of Americans either own … Continue reading

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Challenges Ahead for Business Owners

Trends, dilemmas and planning opportunities for business owners. “My business was the best investment I had. In the old days, I’d invest capital, hire, train, and nurture the workforce, build and coddle my customer base, and earn a decent profit. … Continue reading

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