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For Business Owners

Moneyweave™ works to provide comprehensive financial planning services to individuals and businesses. Business owners must evaluate a wide range of options when looking to grow their enterprise, select benefit packages, and plan for succession. At Moneyweave®, we weave together the key areas of business and personal finance to help  owners clarify  their goals and identify retirement plan strategies based on their unique needs.

The following are useful resources for business owners:

Books and Courses

Practice Management, Bryn Mawr, PA: The American College, 2011, co-authored with Gerald Herbison, PhD, MSM, CLU, ChFC.

Feature Articles

New Research: Women Business Owners, Wealth Channel Magazine, Spring 2012.

Strengthening the Retirement Planning Bridge, Helping the Financial Services Industry Meet the Needs of Women Business Owners, with Jill McCullough, DMA, CFPÒ, LIMRA Market Facts Quarterly, Number 2, 2012.

Research Reports

Women Business Owners and Retirement Planning, with Jill McCullough, DMA, CFPÒ, The American College, 2012.

Media Interviews and Quotes

Why Retirement Should Be a Top Priority for Female Business Owners, by Julie Bawden-Davis, American Express Open Forum, March 22, 2012.

Survey Finds Small Business Owners Clueless about Retirement, Fox Business, March 14, 2012.

Small Business Owners Lack Retirement Planning, by Laura Petrecca, USA Today and ABC News, March 2, 2012.

Small Biz Owners Not Prepared for Retirement, by Michael Cohn, Accounting Today, February 29, 2012.

Small-Business Owners Not Prepared for Retirement, Study Shows, by Maggie Shader, Consumer Reports February 28, 2012.

Out with Command and Control Leadership, by Jan Jaben-Elton, Womenetics, December 13, 2011.