There’s an insightful quote that says:  Retirement is like a long vacation in Las Vegas.  The goal is to enjoy it the fullest, but not so fully that you run out of money. The challenge, obviously, is how do you enjoy retirement with the confidence that you won’t run out of money?  The answer is to create a pl [...]

Recent studies show that close to 60% of small business owners do not have a succession plan in place.  And, of those businesses that do have a plan, less than 50% have discussed their plan with a lawyer or financial advisor. Although succession planning is common for large corporations, for small companies it can [...]

  It’s important to recognize the value that careful planning today can make in helping ensure your wealth continues to support your family during and beyond your lifetime. Rather than try to impart everything there is to know about money management in this short blog, here are 10 quick tips for making mea [...]