Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Industry Spotlight > Advisors

The Biggest Financial Mistakes Business Owners Make: Advisors’ Advice

Jeff Berman By Jeff Berman

X
Your article was successfully shared with the contacts you provided.

Related: The Biggest Financial Planning Mistakes Clients Make: Advisors’ Advice

Business owners make all kinds of mistakes when they handle their own financial planning or let somebody unqualified do it for them.

Advisors polled by ThinkAdvisor told us that the biggest financial planning mistakes their business-owning clients made ran the gamut from overpaying taxes to not having the right insurance and not thinking of themselves as employees of their firms.

The advisors also discussed how they had fixed the financial planning mistakes made by their clients. Check out what advisors said in the gallery above.

Jeff Berman

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.