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Category: small business

December 8, 2021 small business

Financial Planning Tips for Small Business Owners 

by Katerina Logrono

Note: We are not paid or compensated in any way to promote services or products. Our blogs are intended to be helpful for for readers to make the best decisions for them. Here at Willow Planning Group, we love small businesses because we are also one! Did you know that according to the U.S. Small […]

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June 11, 2020 Look at all of your options to determine the best next step for you.

A time to pivot–and examine your best options

by Kelly Luethje

It’s hard to know what to expect from the rest of 2020 even as many salons, restaurants and other “non-essential” businesses start to reopen across the country. One thing is for sure, a takeaway from this crisis is how important it is to be flexible and ready to adjust to what life throws at us, […]

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February 8, 2017

Why Wait? Make a bucket list today.

by Kelly Luethje

This week I was reminded of a time when I was paralyzed by student loan debt and high rent. At that point in my life I felt like I couldn’t spend money on anything. How was I going to manage this debt and still do the things I love to do? Let’s be honest, I […]

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February 17, 2016

Small Business Owners: Let’s Get Organized!

by Kelly Luethje

Starting, or already have, your own business? My guess is you’ve invested a ton of time getting your business up and running by selecting a business structure, obtaining an EIN, and filing the required state forms. In the midst of all of this, you are also busy creating your product or service, marketing it, and […]

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Willow Planning Group
Phone: 617-943-1433
email: kelly@willowpg.com
Willow Planning Group, LLC is a
Registered Investment Adviser in
the states of Massachusetts, New Hampshire, and Colorado.

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