Retirement Planning for Small Business Owners: Saving to Business Exit
What does retirement look like for small business owners? When growing and building a business, it is natural to focus on the many important priorities demanding your attention in the near term. As a business owner, there’s value…
When should I start taking Social Security?
One of the questions we often hear from clients approaching retirement is when to begin taking social security. In simple terms, the earliest age you can begin to receive a benefit as the wage-earner is 62 years old,…
Can I retire? Am I ready?
After years of diligent work, saving, and accumulating wealth, retirement can be one of life’s most anticipated—and uncertain—transitions. For some, retirement can’t come soon enough. For others, it remains a distant milestone that is difficult to picture clearly.…
Too Many 401(k)s? You Have Options
Many of our clients have questions regarding contributions made to a retirement plan such as a 401(k) or 403(b) under a former employer. The money is yours, and there are several options to consider, each with varying advantages…