We’re conditioned to think about our lives (not to mention financial planning) in stages. Our adolescent and early adult years are spent attending school and then maybe pursuing a post-secondary education. Between our twenties and forties, it’s often about building a career, a business or a family—maybe all three. Then it’s time for retirement and …
Financial planning for your post-career transition (not retirement) Read More »
An economic downturn could be looming in early 2023, inflation is running high and headlines are filled with doom and gloom. That’s exactly why it’s important stay calm and remember the power of long-term financial planning. Your financial wellness depends on it. Here’s why: With markets under pressure and interest rates surging, it’s natural to …
Recession coming? Stay calm and hold to your financial planning strategy Read More »
For business owners, one of the keys to achieving long-term financial wellness is to develop a plan that allows them to eventually leave their business behind and retire—or transition to the next phase of their always-busy lives. Because entrepreneurs typically lack any kind of formal pension, their corporation and personal assets are their golden-year nest …
The surprising complexity of business succession Read More »
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