5 Huge Moves Business Owners In Their 60s Could Make Now

In an ever-changing financial landscape, making the right money moves today can set you up for a prosperous future and retirement.

If you’re over 60, with strategic decisions, you may significantly enhance your financial health.

Discover 5 powerful actions below you can take right now to potentially maximize your retirement future.

Try them now, why wait.

1. Take This Retirement Quiz & Get Expert Help

You work hard for your money. To make your money work harder, work with a professional — it could be totally worth it. If you’re not doing this, you could be missing out on some serious financial gains.

A Vanguard study found that, on average, a hypothetical $500,000 investment over 25 years would grow to $1.7 million if you manage it yourself, but more than $3.4 million if you work with a financial advisor. That’s twice as much!

Check out a free service called SmartAsset. SmartAsset works with a robust network of financial advisors all across the U.S., including individual advisors and large investment firms to cater to anyone’s financial situation. Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests.

Start by taking the retirement quiz that will match you with up to 3 financial advisors that serve your area and beyond in 5 minutes. Smart Asset is now matching over 50,000 people a month.

Here’s how it works:
1. Answer SmartAsset advisor match quiz
2. Review your pre-screened matches at your leisure. Check out the advisors’ profiles.
3. Speak with advisors at no cost to you. Have an introductory call on the phone or introduction in person and choose whom to work with in the future

Even if you don’t want help picking investments, an advisor can help lower your tax burden, create a comprehensive financial plan, maximize your Social Security, help with estate planning and making sure you’re on the right track.

Take a minute and start with the quiz right here.

Please carefully review the methodologies employed in the Vanguard white paper, “Putting a value on your value: Quantifying Vanguard Advisor’s Alpha.”

2. Get Up to $5,000,000 In Funding To Take Your Company To The Next Level (Must Be In Business At Least 1 Year With $50k+ In Yearly Revenue)

Think you got enough cash for your business? That’s great. Think you might need more for payroll, expansion, working capital, equipment, or something else? Most businesses can make use of extra cash to make more money.

If your company is incorporated as a corporation or is an LLC and has over $50,000 in yearly revenue and been in business at least 2 years, then you’ve got a good chance of getting funding. Over 85,000 companies have secured more than $2.5 billion through Fundera. The Fundera service is free to use and there’s no impact to your credit score.

Fundera could help your business get to the next level. Just answer a few questions about your business and Fundera will show you a list of multiple loan funding options up to $5,000,000 for your business in 2 minutes, so you can choose what’s best for you. They will even provide you with one of their very own lending specialists who can help you go over your options and determine which loan is best for you.

See all your business loan options now. Find out right now how much funding Fundera might get your business.

3. Protect Your Family With An Extra $100,000 Guaranteed Life Insurance Policy (It May Cost Less Than $1 A Day!)

If there are important things you do today, make sure this is on the list because one of the most important things you can do for the wealth of your family is to protect them. We hate to think about it, but who would make the mortgage or rent payments if something were to happen to you? An extra $100,000 could go a long way.

Life insurance is made fast, easy, and entirely online with Ethos, a company that lets you apply in minutes (no medical exams, no blood tests) and get personalized term life insurance offers based on your family’s needs. Get up to $100,000 in coverage. Don’t put this off until tomorrow, because you might forget about it before it becomes too late. The longer you wait to get life insurance, the more expensive it becomes. That’s because prices go up as you age. It’s best to lock in a low rate as soon as possible.

With Ethos, you’ll simply answer a few health questions as part of the online application. Ethos has helped protect over 200,000 families and has provided over $65 billion in coverage. Ethos is the #1 online life insurance provider.

Coverage is affordable through Ethos, guaranteed life insurance policies go higher or lower depending on factors like age, health and coverage amount, you can complete the company’s application in less than 10 minutes right now.

Get your free quote from Ethos today.

4. Get The Banking Built For Freelancers, Independent Contractors, Or Solopreneurs

Managing your finances can be a big task when you are your own boss. Fortunately, there’s a company that has built an all-in-one banking solution for the self-employed. Found offers an online bank account, along with bookkeeping, taxes, and other financial tools, to help self-employed individuals grow their businesses. It’s free to sign up in a few minutes, with no credit check, no minimum balance, and no hidden fees. Deposits are insured up to $250K through their banking partner, Piermont Bank.

• Free bank account, free debit card, no credit check, no minimum balance and no hidden fees
• Banking, taxes, bookkeeping – all in one place
• Real-time expense tracking and categorization with easy receipt capture
• Simplify tax season with automated tax saving, write-off tracking, and the option to pay taxes directly from Found
• Customize and send professional invoices in seconds for free
• Integrates with popular business apps, including Quickbooks, PayPal, and Stripe
• Sign up in minutes. No credit check. No minimum balance and no required fees

Ready to take your self employed banking to the next level? Sign up for an account here for free in under 5 minutes.

Disclaimer: Found is a financial technology company, not a bank. Banking services are provided by Piermont Bank, Member FDIC. The funds in your account are FDIC-insured up to $250,000 per depositor for each account ownership category. The Found Mastercard debit card is issued by Piermont Bank pursuant to a license from Mastercard Inc. and may be used everywhere Mastercard debit cards are accepted.

5. Get The Accounting Solution Your Company Needs To Thrive

Spend less time on accounting and more time growing. Sage can help. Sage is the market leader for AI and machine learning-enhanced integrated solutions for accounting, payroll, and payments, supporting the ambition of the world’s entrepreneurs.

Their accounting product called Sage Intacct core financials can automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your real-time business performance.

Why Sage Intacct is the Best Choice:

• The first and only preferred financial management solution endorsed by the AICP
• Best-in-class, multi-dimensional reporting that deliver real-time insights across multi-entities
• Fast consolidations that make you smarter without mind-numbing Excel tasks
• Sage Intacct’s cloud-based solution offers significant benefits to financial services firms – all in one integrated system
• Use the cloud to securely access key data anytime, anywhere
• Streamline payment processing while increasing efficiency

See how Sage Intacct gives you greater visibility and control over your entire business. Take the product tour right here.