ABCs, About Us, Business Owners, Nearing Retirement, Retirement Planning, Uncategorized, Wealth Transfer

My Work Was My Identity. Now What?

In my experience, many of my clients have thought of retirement as retiring away from something. No alarm clocks or long hours. No stressful situations like answering to a boss or managing relationships with co-workers. And for some, no more physical grind on the body, time away from the family or long commutes. Often what… Continue reading My Work Was My Identity. Now What?

Business Owners

Succession Plan: Your Obligation as a Business Owner

Business Owners 5 of 6 Do you ever think about what happens if you don’t wake up tomorrow? It’s an incredibly morbid thought, I know. And one that you might ignore based on your health or age. But there are no guarantees that you can show up to work tomorrow morning. And to a business… Continue reading Succession Plan: Your Obligation as a Business Owner

Business Owners

Where Entrepreneurs Go Wrong in Their Own Wealth Planning

Business Owners 4 of 6 Most successful business owners frequently ignore their own wealth planning. I know two common reasons why: Time - It may feel like it already takes 24/7 dedication to keep moving the business forward let alone just ensure the day to day needs are met. We don’t have the time to do… Continue reading Where Entrepreneurs Go Wrong in Their Own Wealth Planning

Business Owners

8 Key Benefits of Having a Business Plan

Business Owners 3 of 6 You’ve probably heard the line before that says, “Failing to plan is planning to fail.” No one starts a business with the intention of it falling apart, or getting stuck in first gear. But the reality is that what makes a business successful is not always having an original idea.… Continue reading 8 Key Benefits of Having a Business Plan