News & Updates for 
Business Owners & Fiduciaries from

MAY, 2017
Keeping Good Records is Good Business
Maintaining good records is important to help meet your tax and legal obligations. The right record keeping system not only helps satisfy these obligations, but it may save you money and time. Here's what to consider for your record-keeping system.

Top New Digital Tools for Small Businesses
Technology has not just shrunk the tools we use, but it has allowed small businesses the power to operate like a big business. These tools can help small businesses get better organized, efficiently manage their finances, or support customer service and win new business.

Small Business Owners Need to Prepare for Retirement Differently
Most small business owners in the country feel optimistic about living comfortably in retirement, yet fewer than a third of them have an ownership transition plan for their business, according to a recent Gallup poll.
Retirement is different for a traditional employee of a major company as opposed to a small business owner. Both can typically retire with a 401k or simple IRA, but for business owners in northeast Florida the futureworth of their business can be a big factor in their ability to retire comfortably.
If you have questions about anything you read in this newsletter, please reach out to us at 732-623-2077.  You can also check out our website at  for blog posts and other resources.  And please feel free to forward this newsletter to anyone whom you think would benefit.  Thank you, as always, for your support.
~ David Krietzberg
David Krietzberg is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. It is not our position to offer legal or tax advice. Krietzberg Wealth Management is not an affiliate of Lincoln Financial Advisors.  CRN #:  1765834-042017  .

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Krietzberg Wealth Management