A Guide to Retiring as a Business Owner
July 14, 2025
Business owners must plan their retirement differently—because exiting the company is both a financial and emotional decision.
How Can I Recession-Proof My Retirement?
October 31, 2023
Stay the course. Don’t overreact. Think long-term.
Why Is ‘When’ the Big Question in Estate Planning?
April 20, 2023
People approaching retirement ponder numerous questions. However, I’ve found that many of the most important questions revolve around the word ‘when.’
What’s the Most Common Debt for Retirees?
January 31, 2023
Talk to just about any financial adviser, and they will urge you to enter retirement without debt. However, while a goal of beginning your golden years in the black is laudable, the reality can be very different.
Can I Retire in a Bear Market?
September 20, 2022
It is a longtime investor’s worst fear: retiring into a bear market. A downturn in stocks can be a blessing in disguise when you are still working and saving for retirement, because you are able to buy shares ‘on sale.’
Will Inflation Have Impact on My Retirement?
August 16, 2022
Inflation hurts everyone. It seems to reach every sector, product and business in one way or another, whether it raises the cost of heating your home, lunches or road trips. However, if you’re a retiree, you may be particularly worried about inflation because your spending habits and income sources might be disproportionately exposed to inflation.
Will Vets Now Get a COLA Increase in Benefits?
June 15, 2022
Lawmakers in recent days took the first steps in ensuring that veterans receive a cost-of-living boost in their federal benefits later this year, introducing legislation that would guarantee the veterans’ checks see the same increase as Social Security payouts.
When Should I Think About Business Succession?
April 27, 2022
A common and often costly mistake when it comes to business succession planning is not starting the process early enough.
Should I Withdraw more than RMD?
February 16, 2022
Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.
Will Moving to a New State Impact My Estate Planning?
February 4, 2022
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.