Business Owners: What’s Your Plan for Retirement?

By Anne Zavaglia
Posted on November 29th, 2018

Business owners often put their heart, soul, and nearly all of their money into their business. When it comes to retirement planning, business owners should […]

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Gray Divorce: Dividing Assets Can Impact Retirement

By Mark Fissel
Posted on November 29th, 2018

Although most people who marry hope their unions will last forever, about 50% of first marriages in the United States end in divorce.1 Individuals age […]

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On the Road to Retirement, Beware of These Five Risks

By Mark Fissel
Posted on September 25th, 2018

On your journey to retirement, you’ll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement […]

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J.D. Flaherty, CEO of Construction Systems Inc., Shares His Employee Stock Ownership Plan Experience

By Anne Zavaglia
Posted on September 5th, 2018

A small number of business owners choose to use an Employee Stock Ownership Plan (“ESOP”) as part of their succession plan.  Due to its very […]

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Working in Retirement

By Mark Fissel
Posted on August 28th, 2018

  Source: Broadridge

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Building Confidence in Your Strategy for Retirement

By Mark Fissel
Posted on July 27th, 2018

Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree confidence in financial aspects of retirement. […]

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Have You Made Any of These Financial Mistakes?

By Mark Fissel
Posted on July 25th, 2018

As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any […]

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Do You Have an Exit Plan in Place for Your Business?

By Clint Edgington
Posted on July 2nd, 2018

Exit planning is something that all business owners will have to face at some point.  Like being the executor of an estate, it is usually […]

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