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Why You Should Have Regular Family Meetings

December 19, 2017 / 5:21 pm
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Ah, the dreaded Family Meeting. Those times when Mom and Dad have “something to say” and you know it’s going to end with more chores, more work, and probably someone in tears. Just like you, family meetings have grown up, and a regularly scheduled family meeting is a great time to take a pulse on what is important in everyone’s …

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How to Succeed at Succession Planning

December 14, 2017 / 4:19 pm
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By its very definition, succession planning is the strategy for ensuring the successful transition of leadership, with of the entire business or key roles, within an organization. Much like the “designated survivor” succession planning is taking the time to look ahead to minimize periods of turmoil or interruptions of service when unplanned events take place. Successful succession planning is not …

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Yes, Financial Planning for Women IS Different

December 12, 2017 / 3:13 pm
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Let’s set aside issues of equal pay and equality in the workplace for a moment, although they do play an important role in what I’m about to say. Financial planning for women needs to be treated differently than financial planning for couples or men. Because of a number of factors that impact a woman’s earning potential, it’s important to make a financial …

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Retirement Planning: 5 Important Things to Consider

December 7, 2017 / 12:07 pm
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It is commonly said that you are never too young to start planning for retirement. And while that is true, particularly from a savings and investment perspective, there are a number of things that become more important to consider as you get closer to actual retirement. Debt Consolidation One of the first things to review, if you are planning for …

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Numbers You Need to Know for Retirement Income Planning

December 5, 2017 / 1:38 pm
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Income planning for retirement can be overwhelming, especially since everyone has a different vision of what retirement looks like. For some it’s a modified version of their professional years, for others it means travel and adventure. However, the one common denominator is you still need income. Making the shift from saving for retirement to actually using the money you have …

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