Exit Strategies and Retirement for Business Owners

Working with many businesses to facilitate individualized, personalized and proprietary retirement programs is challenging and rewarding. One of the more powerful approaches we use is a front loaded retirement program – namely leveraged planning. While there are many ways in … Continue reading →

How To Plan Healthcare Costs In Retirement

  Here’s just a few statistics and things to ponder: Remember when everyone used to work at the same…. department store, firm or manufacturing company for 35+ years.  Back then, you were promised a pension and allowed to also keep … Continue reading →

Retirement Plans for Business Owners and Individuals

Back in 2013, it was found that the average individual lost $155,000 in their 401(k) plan. Do you have a Retirement Plan?  A 401(k)?  An IRA?  Mutual funds?  Do you know what you’re getting for your managed funds?  You do … Continue reading →

My Husband Just Retired – Now What ?

My Husband just retired. Now what? I heard this last Saturday from an acquaintance as we were cleaning up what was left of the goodies served from this special women’s event here in the neighborhood.  She asked me if we … Continue reading →