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Retirement Strategy: Money & Longevity

Longevity is a major factor in your retirement strategy. Take a look at what you and your financial professional will want to consider.

Selling A Business or Looking For Investors? 3 Common Valuation Methods to Determine Worth

April 4, 2023 Business Owners Business Executives Retirement Planning Business Succession Planning By Advisor Jim Zahansky

Determining the worth of your business is a crucial component for successful succession or investment growth. Here's how to get it right.

It's Here: What You Need to Know About SECURE 2.0

January 7, 2023 Balancing Act Years Next Chapter Years Business Owners Business Executives Retirement Planning

SECURE 2.0 is intended to make retirement saving more straightforward and accessible to a wider range of people. Here is a high-level summary addressing the items most likely to affect individuals.

Women: 5 Steps To Financially Empower Yourself

January 1, 2023 Balancing Act Years Next Chapter Years Investing Retirement Planning Financial Planning By Advisor Leisl Cording Women

No two paths to investing and retirement are the same, and that’s especially true for women. Regardless of your vision, here are five concepts that may help your investment strategy.

November is National Family Caregiver Month: Here’s What Caregivers Need to Know About Retiring Early

November 2, 2022 Balancing Act Years Next Chapter Years Retirement Planning Financial Planning By Advisor Leisl Cording Women

If you’re a family caregiver and are considering exiting the workforce, here’s what to consider to make sure you and your family are supported as well.

5 Mistakes Millennials are Making with their Retirement Accounts

October 3, 2022 Balancing Act Years Retirement Planning By Advisor Mike Baum

There are certain investment behaviors that are common among Millennials – and unfortunately, most of them do more harm than good. Here are 5 big mistakes to avoid.

Why Hybrid Retirement May Be The Answer

September 27, 2022 Next Chapter Years Business Executives Retirement Planning By Advisor Laurence Hale

Early retirement can open new opportunities but it can also pose significant risks. Here's how hybrid retirement may offer the best of both worlds.

4 Things to Consider If You Want to Retire Early

September 20, 2022 Balancing Act Years Retirement Planning By Advisor Mike Baum

More and more Americans are dreaming of retiring early. If you’re one of them, here are four essential questions to ask yourself to begin putting a strong and strategic plan for early retirement together.

Positive Changes for Retirement Savings Could Be Coming

July 25, 2022 Balancing Act Years Next Chapter Years Retirement Planning By Advisor Laurence Hale

Whether you’ve just started saving for retirement or you’re already retired, you'll want to know about this.

Tips to Protect Your Retirement Savings: Mid-Year Risk Management

July 11, 2022 Next Chapter Years Retirement Planning By Advisor Laurence Hale

It’s always important to check in on your investments, especially so when the market is volatile. Here are four important guidelines to keep in mind.