Business owners: plan for next phase of life

Business owners: plan for next phase of life

  As a business owner, you’re always thinking of what you need to do now. But you can’t forget about the future – yours and that of your business. So it may be a good idea to consider your personal retirement plan and business succession strategy. Let’s start by...
Business owners: plan for next phase of life

Look for changes in retirement plans

  It might not have made the headlines, but a recently passed piece of legislation could affect the IRAs and 401(k)s of millions of Americans beginning in 2020. So, if you have either of these accounts, or if you run a business, you’ll want to learn more. The new...
Business owners: plan for next phase of life

Is market timing a smart investment strategy?

  You may have heard that timing is everything. And in many walks of life, that may be true – but not necessarily when it comes to investing. To understand why this is so, let’s look at three common mistakes investors make: • Selling investments and moving to...