Financial Planning for Business Owners

by Wilmot Financial | Aug 31, 2023 | Blog, Business Owners, corporate, Financial Planning

Financial planning for business owners is often two-sided: personal financial planning and planning for the business. Business owners have access to many financial tools that employees do not. Having access to these tools is a great advantage; however, learning about...

Accessing Corporate Earnings

by Wilmot Financial | Jun 30, 2023 | Blog, Business Owners, corporate, life insurance

One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way.There are 5 standard methods:SalaryDividendShareholder LoansTransfer Personal AssetsIncome SplittingThere are also unique ways utilizing...

The Benefits of Working With An Employee Benefits Specialist

by Wilmot Financial | May 31, 2023 | Blog, Business Owners, corporate, dental benefits, group benefits, health benefits, insurance

We understand that when looking for employee benefits, you’re looking to do so cost-effectively. But it’s essential to make sure you work with an employee benefits specialist, no matter what the price tag is on your benefits package. We’ll explain...

Insurance Planning for Business Owners

by Wilmot Financial | Mar 2, 2023 | Blog, Business Owners, Buy Sell, corporate, disability insurance, group benefits, health benefits, insurance, life insurance, travel insurance

For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your...