Saving for retirement as a business owner is not always a priority. When you can save, make sure you use the right plan for you.

Make sure you are getting the most out of your employer.

The right account for you depends on your situation. This flowchart can help you understand what may be the best course of action.

Starting your financial journey on the right foot sets you up for long-term success. Use this checklist to get you going.

Do not save money blindly. This flowchart can help you save money in a way that is most beneficial to you now, and in the future.

Inflation has impacted us all. Use this checklist to help deal with the increase in your cost of living.

Is a Traditional 401(k) right for your business?

Depending on the type of business you own, and the number of employees you have, a SEP or SIMPLE may be the best option.

Do not invest your money blindly. Know what you own and how it is performing. This checklist provides all the questions to ask your advisor.

Distributions from an HSA must meet certain requirements to be tax and penalty-free. This flowchart can help you understand those conditions

An emergency fund is your first line of defense against the unexpected. Have a plan to fund and maintain your emergency fund.

If a traditional IRA is right for you, do not immediately assume that you can deduct your contribution. Use this flowchart first.

Selling any type of investment may result in a taxable event. This flowchart can help you understand situations that you may owe taxes.

Depending on your situation a Roth IRA may be a good idea. Make sure you are eligible before setting up an account.

You should be aware of any taxes and penalties associated with withdrawals from your Roth IRA. This flowchart can help.