Protecting your money has come a long way since the days when you bought groceries with a check that had your name, birthdate, Social Security number, and address printed in the top left corner.

Effective succession planning is usually a multiyear process that requires careful analysis, clear goal setting, and close coordination between a company’s internal teams…

Let’s talk about three common mistakes that can derail your retirement plans– and provide remedies that can help get you back on track.