Business Owners’ Unique Investment Considerations

By Daniel Cohen, CFP®

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This article was originally published in New Hampshire Business Review July 10, 2014.

To succeed in business it is often suggested that people should find a niche in their market and specialize in serving those in that niche. In the financial advisory field, there are some who specialize in financial planning for doctors, lawyers, women, parents, seniors, etc., but I find that the financial plans for most of these people will be very similar. What is often different is what stage of life that person is at the time of the financial planning engagement.

But one group of people does stand out due to unique challenges they often face that others don’t: business owners. For many business owners, money that would…  Click to read the full published article.