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Exit Strategies for Business Owners Ready to Sell or Retire
Last Updated: July 10, 2025 As a business owner, you have poured your heart, soul, time, and resources into your enterprise to ensure its growth and success over the years. But the day will inevitably come when you will need to consider stepping back, whether it is due to retirement,…
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Inspiring Women in Retirement: How to Ensure You’re on the Right Path
Last Updated: July 10, 2025 What you should know, key planning elements & why men should listen up, too! Planning for retirement and entering this stage of life involves many layers. For many women, this transition also comes with greater financial responsibility. Whether managing wealth independently for the first time…
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What the SECURE Act 2.0 Means for Your Retirement Savings
The SECURE Act 2.0, signed into law in December 2022, is a major piece of legislation that makes several changes to retirement savings laws designed to improve Americans’ retirement savings ability and outcomes. Why did Congress move to make these changes? Well, put bluntly, America has a retirement crisis. Surveys…
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7 Tips for Budgeting for Travel During Retirement
Last Updated: June 11, 2025 Retirement is a time when many people look forward to fulfilling their travel dreams and exploring new destinations. However, it is essential to plan and budget wisely to ensure that your retirement funds can sustain your desire to travel for years to come. In this…
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How to Sell Your Small Business
Last Updated: June 11, 2025 Have you thought about selling your business to reap the benefits of all your hard work? Selling a business is a complex process that requires much planning and preparation. There are many factors to consider, such as when to sell, how to find buyers, and…
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Why Annuities Are So Controversial
Last Updated: June 11, 2025 Have you been searching for financial options to help ensure a steady income stream in retirement? Have you come across the word “annuity” as one way to do this but, after researching further, realized that not everyone is on board the annuity train? We believe…
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7 Mistakes Small Business Owners Make
Last Updated: May 22, 2025 As a small business owner, you have a lot on your plate. From running your business to ensuring that your customers receive the best products or services, it’s easy to let important things fall by the wayside. Not to mention, many small business owners might…
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What Makes a Good Investor
Last Updated: May 22, 2025 With the power of compounding and potential for returns, investing can be a great way to grow your wealth over time. It is a part of your overall financial wellness plan—a way to help ensure your needs are met and goals are achieved. However, with…
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