Money US News: "Never Retire: Why People Are Still Working in Their 70s and 80s"

Retirement isn’t meant for everybody. I have many clients who could retire and don’t. Some people prefer to keep working because of the contentment they receive from that workplace/organization.

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NBC: "The most important advice from current to future retirees"

Have you ever wondered about retirement and what wisdom current retirees would share?

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What is Succession Planning: Everything You Need to Know

It takes a forward-looking individual to launch and build a small business—someone with a rock-solid commitment to investing time and money in an organization based on its potential for future rewards. So it’s a bit ironic that, according to the Small Business Administration, only 30 percent of small-business owners have done any succession planning, let alone sought out succession planning services, a strategy that can contribute to the ultimate value of their company. Owners tend to be so focused on the day-to-day requirements of dealing with clients and employees that they barely have time to plan dinner, let alone plan for the long term. But failing to appreciate the importance of succession planning can have a number of negative consequences. Uncertainty about who will eventually assume control can lower the value of a firm, while also increasing stress and forcing the owners to work longer than desired or sell at a less favorable price and decreasing personal wealth.

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In the news: What’s the Difference Between a 401(k) and a 403(b)?

Planning for retirement often involves multiple different types of retirement accounts, and as an advisor I help my clients understand the differences between them.

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Should You Roll Over Your 401(k) to an IRA?

The decision on whether or not to perform a 401(k) rollover often involves more variables than most people realize. The first question people should ask themselves is why they would be doing this. Is it to have more control over their retirement assets? Perhaps less? Is it to have lower fees or perhaps more investment options?

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