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Tag Archives for: "small business"
Home » small business
 Small business owners: Make retirement planning a priority
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By Joe Heider
In Blog
Posted May 2, 2018

Small business owners: Make retirement planning a priority

With retirement in the distant future, it comes as no surprise that planning may get put off during the day-to-day of running your business. Having a retirement savings fund will give you greater [...]

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 Business Succession Series: What to do five years out when selling
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By Joe Heider
In Blog
Posted September 7, 2017

Business Succession Series: What to do five years out when selling

Once a small business owner reaches a certain age, it becomes inevitable that they’ll begin thinking about retirement and how they’re going to separate themselves from the business. There are [...]

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 The Wall Street Journal spotlights Joe Heider
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By Joe Heider
In Blog
Posted July 13, 2017

The Wall Street Journal spotlights Joe Heider

At the end of June, Joe Heider spoke with Alex Coppola at The Wall Street Journal to discuss the work we do at Cirrus Wealth Management with small businesses. The article highlights from the [...]

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 Advising Small-Business Owners
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By cirruswealth
In Interview Coverage
Posted June 21, 2017

Advising Small-Business Owners

Joe Heider, president of Cirrus Wealth Management, is featured in Alex Coppola’s Wall Street Journal article detailing his experience as a financial advisor and working with small businesses. [...]

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 President Donald Trump and Your Taxes part 2
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By cirruswealth
In Interview Coverage
Posted January 26, 2017

President Donald Trump and Your Taxes part 2

Nancy Mann Jackson of DailyWorth includes Joe Heider, president of Cirrus Wealth Management, in an article about how Trump’s tax policies will impact small business owners. “Small businesses [...]

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 The text that turned into a $2 million referral
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By cirruswealth
In Interview Coverage
Posted June 1, 2015

The text that turned into a $2 million referral

David Port of LifeHealthPro.com includes Joe Heider, president of Cirrus Wealth Management, in an article about generating new business through referrals. “If you have happy clients and centers [...]

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