What documents do you need for RMD planning? A Celebration, FL CFP® explains the 5 essential documents for required minimum distributions.

Restaurant owners should review 6 key financial areas in January: (1) last year's true profitability, (2) owner pay and cash flow stability, (3) tax strategy and estimated payments, (4) debt and interest exposure, (5) risk management and insurance coverage, and (6) long term personal financial goals including retirement and exit planning.