Why Should I Align My Estate, Financial, and Business Retirement Plans?

Posted Posted in Estate Planning, Exit Planning, Financial Planning, Retirement

A Successful Business Transition When you start to plan your retirement from the business you have worked so long and hard to create and nurture, there are many factors to consider. In Business Retirement Planning: It’s a Team Effort!, for example, I’ve talked about what is required to successfully pass your business to your successor, […]

I’m Retired! Now What?

Posted Posted in Retirement

Why should you look closely at what you do after you retire from your business? Isn’t that personal, with no connection to your business? It may seem so, but how you decide to spend your retirement years can be critically important to a fulfilling and rewarding next phase of your life. A key factor contributing […]