If work is where you discover your passion, you are not alone. Nearly a third of Americans say that their careers are what gives their lives meaning. Whether you’re a nurse, an entrepreneur, or a young executive, your work can provide you with a sense of mastery over a key domain of your life – and … Read More
Your Succession Planning Is Vital to Your Business’ Future
What Does Your Small Business’ Future Look Like? As a small business owner, you have spent an immeasurable amount of time and energy to create a profitable, healthy enterprise that will last for years. But, have you specifically considered the future of your business without you? Whether retirement … Read More
Financial Topics To Discuss With Aging Parents
A recent study by Transamerica Center suggested that 54% of American retirees admit to not having enough money saved for retirement. Meanwhile, 73% of younger Americans revealed that they had not had a detailed talk about finances with their aging parents. This absence of communication between … Read More
Estate Planning for Retirement
You worked hard your entire life and built up a sizable nest egg to fund your retirement. As you approach the finish line, you need to protect yourself and your legacy to ensure that your assets can be passed on to your loved ones without too many headaches. Part of the estate planner’s job is to … Read More
Estate Planning Strategies You Should Know About
Benjamin Franklin said, “But in this world nothing can be said to be certain, except death and taxes.” Many people have taken that quote to heart when thinking of estate planning and think of it as a necessary evil but quite the contrary, estate planning is a crucial tool if you do not want to deal … Read More