What is YOUR Purpose in Retirement?
Finding ways to do what you love and setting personal goals can ease the transition from employment to a productive retirement.
Congratulations! You’re Retired… Now What?
Once you retire from your job, you have a number of decisions to make—and a number of ways to spend your time. These guidelines will help you refine your priorities and manage this new phase of life.
Why Business Owners Should Diversify Their Portfolios
The content of this newsletter was originally published on CPBJ.com. I was playing golf with a friend a few weeks ago. We have known each other for a couple of years and met…
Why 70% of Wealth Never Transfers to a Third Generation
The youngest of the baby boomers will reach age 50 this year. Those at the other end of the generation are fast approaching age 70. The greatest wealth transfer is…
