May 19, 2016
The focus for most business owners is frequently on business goals. Yet most go into business with personal and financial goals such as providing for their families and creating wealth. A key component of succession planning for business owners that is completely overlooked or not attended to correctly is planning for unexpected events such as…
May 28, 2015
The popular investment rule of thumb “time in the share market- not trying to time the market” does hold some truth. However, it does not help to alleviate what is called sequencing risk, one of the major post retirement factors that can impact your retirement lifestyle. What is sequencing risk? When you are approaching retirement,…