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Showing 21 to 30 of 531 results for Planning

  • 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.

  • Part III of IV: Financial Planning for Women

    This is part three of our four-part series on financial planning for women. In this article, we focus on how to take ownership of your retirement plan.

  • Part IV of IV: Financial Planning for Women

    This is the final part of our four-part series on financial planning for women. In this article, we focus on how to handle financial emergencies at every stage of life.

  • 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.  

  • 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.

  • Planning your retirement spending? Take a layered approach

    You've reached your goal: after years of flying, you are ready to retire. Your retirement party is looming, friends and colleagues are wishing you well. And then the uncertainty hits you. You're off the payroll.

  • Financial Planning For Couples Who Totally Disagree

    Money is said to be one of the top causes of marital distress. The disagreements it causes can go beyond day-to-day spending for cars, clothes and other creature comforts. Conflicting attitudes toward budgeting, savings, investing or even how to spend retirement money can scuttle the best-laid financial plans.

  • 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. 

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