6 Key Considerations Before You Sell Your Business

April 2019  By: JOEL GOODMAN, CFA
6 Key Considerations Before You Sell Your Business
Are you thinking about selling your business? Whether you own a new start-up or an established family-owned company, it’s critical to be strategic, thoughtful and intentional because the decisions you make now will affect your ability to protect and grow the proceeds from the sale for years to come.

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Taking Financial Wellness from Good to Great!

March 2019  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Taking Financial Wellness from Good to Great!
I’ve had the pleasure recently of working on financial planning with three young couples, one in their early 30’s, one in their early 40’s, and one in their early 50’s. They are all high-income earners and have managed their finances responsibly. They save regularly to their respective 401(k)...

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7 Considerations for the Multigenerational Transfer of Wealth

March 2019  By: MALCOLM BUTLER, JD
7 Considerations for the Multigenerational Transfer of Wealth
Congratulations on becoming a grandparent! By any measure, this is an exciting, rewarding time. This life change also offers the opportunity to revisit your estate plan to determine the best ways to “pay it forward” for your grandchildren. What should you keep in mind when planning to share your...

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6 Financial Planning Needs of Wealthy Families

March 2019  By: SCOTT McGHIE, CFA, CPA
6 Financial Planning Needs of Wealthy Families
You have enough money to support an affluent lifestyle — with more than adequate savings to spare. You’re not concerned about your ability to pay for your children’s college or fund your retirement. But significant wealth comes with its own set of challenges and complexities.

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Coordinating Couples

January 2019  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Coordinating Couples
If you and your significant other don’t always see eye-to-eye when it comes to finances, you’re not alone. When it comes to spending, investing, and planning, quite often couples are more divided than united.

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A Rational Approach to Market Volatility

January 2019  By: JOEL GOODMAN, CFA
A Rational Approach to Market Volatility
Through the first nine months of the year, it looked like 2018 would be another pleasant year for investors. The S&P 500 climbed more than 7% in the third quarter, pushing the year to date return for the index above 10%. But those gains – and then some – evaporated in the fourth quarter, with the...

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A Financial Planning Christmas Carol

December 2018  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
A Financial Planning Christmas Carol
Maybe it’s the holiday season, but financial planning makes me think of Charles Dickens’s A Christmas Carol.  Remember how Ebenezer Scrooge was visited by 3 ghosts—Christmas Past, Christmas Present, and Christmas Future?  It gave him the opportunity to witness, from a reality-ringside seat, a view...

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The Countdown to Retirement: 7 Smart Ways to Get Ready

October 2018  By: SCOTT McGHIE, CFA, CPA
The Countdown to Retirement: 7 Smart Ways to Get Ready
Most people become even more focused on planning and saving as they near retirement age. The most common questions we hear people ask is, “Will I have enough money?” followed closely by, “When can I retire?” But what about high earners who know they’ll have enough money for their golden years? Is...

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The 9 Must-Have Tips for Picking a New 401(k) Plan

September 2018  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
The 9 Must-Have Tips for Picking a New 401(k) Plan
  Are you unhappy with your existing 401(k) provider and want a better option for your employees? Perhaps you’re wondering if there are better investment options out there — or if your 401(k) fees are too high. Maybe you’ve even found yourself dealing with the fallout from a poorly administered...

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Planning for the Trip of a Lifetime

September 2018  By: MALCOLM BUTLER, JD
Planning for the Trip of a Lifetime
  I recently traveled abroad and while I was preparing for the trip, I tried to anticipate the problems that travelers might encounter. Properly preparing for a trip means planning for contingencies and emergencies. We made sure to double and triple check that we had the necessary clothing, our...

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