Articles by Christopher Becks, AIF®, RFC®
Business Owner Exit Planning 101
“The plan was smooth on paper, only they forgot about the ravines. ” Russian military proverb During a recent lunch with a colleague, our discussion gravitated towards our businesses and how each of us is dealing with the current economic environment. I asked her a question I inevitably ask most business owners I know.
Why Traditional Retirement Planning Doesn't Work
Ask many baby boomers how they feel about going through a comprehensive financial planning process and more than a few will roll their eyes and some may even wince. Why is that? Isn’t financial & retirement planning supposed to make one’s life easier and more secure? Here are some of the responses this advisor has heard in the past.
