Cedarmill Financial

10/13/2026

Check out our Google Sheets based Family CFO models. Designed for the tech and financial savvy, these models will help you organize all your pertinent family information in a way that's meaningful.

Cedarmill Financial is a wealth management tech platform designed to fit the unique needs of family businesses and entrepreneurs.

10/12/2026

5 Things I Wish I Knew Before Buying My First Homeowner's Insurance Policy

https://www.cedarmillfinancial.com/post/5-things-i-wish-i-knew-before-buying-my-first-homeowners-policy

10/10/2026

https://www.cedarmillfinancial.com/post/vanguard-100-equity-portfolio-roadmap-for-personal-investors

A 100% stock portfolio sounds simple until the choices start piling up. U.S. or global? ETF or mutual fund? Total market or value tilt? Should real estate get its own slice? And where should each fund go if the account is a Roth IRA, traditional IRA, or taxable brokerage account?For many Vanguard pe...

10/10/2026

https://www.cedarmillfinancial.com/post/how-to-build-a-simple-60-40-portfolio-with-two-funds-from-vanguard-and-fidelity

A good portfolio does not need 12 funds, daily trading, or a complicated spreadsheet. For many long-term investors, two broad funds can do the main job: one stock fund for growth and one bond fund for stability. That is the idea behind a 60/40 portfolio. It puts 60% of your money in stocks and 40% i...

08/14/2026

Have you considered the legal and tax structure of your business entity? Learn more!

Cedarmill Financial is a personal finance technology platform built for entrepreneurs and small business owners. Access the Family CFO tools and support you need to equip yourself for your family's next financial meeting.

08/12/2026

Have you thought about mapping your net worth?

Net Worth is the most important number in your entire financial picture. It tells the full story and where you stand globally which is critical to helping you make sound financial decisions

Cedarmill Financial is a personal finance technology platform built for entrepreneurs and small business owners. Access the Family CFO tools and support you need to equip yourself for your family's next financial meeting.

08/09/2026

https://www.cedarmillfinancial.com/post/essential-guide-to-finding-the-best-homeowners-insurance-in-missouri

Finding the right homeowners insurance policy in Missouri can feel overwhelming. With so many options and terms to understand, it’s easy to miss important details that affect your coverage and costs. This guide breaks down what you need to know to choose a policy that protects your home and belong...

07/31/2026

https://www.cedarmillfinancial.com/post/smart-expense-management-strategies-for-entrepreneur-families-during-high-inflation

Periods of high inflation create real challenges for entrepreneur families. Rising prices squeeze budgets, making it harder to balance business needs with household expenses. When costs climb quickly, every dollar counts. Knowing where to cut and how to manage expenses can protect your family’s fi...

04/15/2026

https://www.cedarmillfinancial.com/post/back-to-basics-a-step-by-step-guide-to-launching-your-food-retail-business-on-shopify

Starting a small food business on Shopify can feel overwhelming. There are many moving parts, from legal paperwork to setting up your online store. But breaking down the process into clear, manageable steps makes launching your retail business much easier. This guide walks you through the essentials...

04/15/2026

https://www.cedarmillfinancial.com/post/healthy-gross-margin-strategies-for-small-batch-food-businesses-in-niche-markets

Small batch food businesses face unique challenges when it comes to maintaining healthy gross margins. Unlike large-scale food producers, these entrepreneurs often operate from home kitchens or small commissary spaces, which limits production volume but allows for specialty, high-quality products. U...