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Showing 91 to 100 of 960 results for Planning for Retirement

  • What the Movie Soul Teaches Us About Planning

    Soul, in the guise of a children’s movie, is a wonderfully deep exploration of the meaning of life. A truly meaningful, happy life focuses not on achievement, but rather on fulfillment. Stated another way, a life filled with goals and achievement, without any meaning or joy attached to those goals, is not a life to be celebrated but rather one to be pitied. At the end of the day, people whose life is lived in blind adherence to a checklist of external expectations of success are destined to fail by succeeding.

  • Family Business Succession Planning: Engaging the Next Generation

    Family business is the engine that fuels the U.S. economy, yielding major impact on job creation and economic growth. Yet many struggle with basic objectives such as communication, mission, shared values and succession.

  • The Impact of Emotions & Financial Planning

    Dominic Ceci, provides a quick recap of the latest Wealth Insights articles, covering the impact of emotions and financial planning. Take a deeper look into key topics such as selecting the right vehicle for charitable giving, managing emotions in investing, aligning personal spending with values, and highlights the strong performance of diversified portfolios in 2024, keeping most investors on track or ahead of their goals.

  • Busting Three Popular Succession Planning Myths

    For many business owners, the goal of the exit and succession planning process is owner happiness and leaving behind a legacy for their children — not just maximizing business value. In this week’s Wealth Insights, Joe Maier, JD addresses head-on three pervasive myths about succession planning.  

  • Susan Baran, CFP® VP Wealth Advisor

    As Vice President Wealth Advisor, Susan provides high-level financial guidance and strategic planning to help clients achieve their long-term goals and objectives. Additionally, she specializes in developing and implementing effective succession plans to ensure a smooth transition and continued success for business owners. Susan takes a collaborative approach to financial planning, ensuring her clients are fully engaged and motivated to achieve their goals.

  • Southwest Airlines

    Your Southwest Airlines 401(k) is the cornerstone to your retirement planning. The sooner you begin to create your financial and retirement plan, the greater your opportunity to retire successfully.

  • Succession Planning: Making the Inevitable Your Masterpiece

    Succession planning is not easy in today's world of unknowns. But getting it right is critical to ensure the future success of your business.

    Whether the business will be passed down within a family, transitioned to existing management or sold to an outside party, proper planning is essential to ensure a smooth transition and to avoid tax and cash flow issues, while assuring that current ownership is fairly compensated.

  • Succession Planning: It's All About Happiness

    As someone who spends so much time working with business owners on succession planning, I am always amazed at how many different and sometimes inconsistent descriptions are used by professionals to describe what succession planning is. 

  • Tax Implications of Your Financial Planning Strategy

    When it comes to financial planning, there’s a lot to consider. Here are some tax implications you should keep in mind when creating and revising your financial plan. 

  • Understanding Estate Planning Tools and Their Purposes

    While many people have estate planning documents prepared, almost as many don’t fully understand how those estate planning documents work or why they have them. Joe Maier, JD provides an overview in this week’s Wealth Insights.

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