Reading Time: 2 minutes If you are getting ready to retire and thinking about selling your financial firm, you have to decide how much your business is worth, and it can be challenging to put a number on something you’ve been building for your whole life....
Reading Time: 2 minutes Many prospective investors eventually shy away from a commitment when they hear the dreaded “R” word: risk. The risk is innocuous, carrying no special meaning or predictive result. But the idea that investing one’s money is not foolproof, that...
Reading Time: 2 minutes Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Keeping yourself committed to your goals may be difficult, especially when times may be financially tough. But by staying on track...
When you die, what will happen to your retirement plan benefits? In general, your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form. Your benefits will generally be subject to estate tax at your death and to...
Reading Time: 2 minutes Retirement is inevitable, but knowing exactly when to do so is often unclear. No matter when you begin your retirement, you’ll benefit from planning your post-work life as early as possible. According to Gallup, the percentage of Americans who...
