Effective succession planning is usually a multiyear process that requires careful analysis, clear goal setting, and close coordination between a company’s internal teams and external service providers. That’s why boomers who own their own companies need...
Three Retirement Planning Mistakes to Avoid Let’s talk about three common mistakes that can derail your retirement plans– and provide remedies that can help get you back on track. 1. Failing to Have an Income Plan in Writing: Soon-to-be-retirees and retirees...
Was this finally the year that you took our advice, put down your pad and pencil, and let a CPA handle your taxes? Didn’t it feel good to have that extra hour or two of free time instead of spending a Saturday sorting through receipts? And didn’t you have...
Knowing which of the financial phases of life you are in can help you better plan to build, protect and enjoy your assets, no matter what your age. How does knowing a financial phase pattern help? When it comes to financial planning, the answer is a lot. What are...
The challenges of the last couple years have filled many people with uncertainty about the present and concern for the future. Often that can create a feeling of stasis when it comes to how we think about our money. But improving Return on Life isn’t something...
