Retirement Archives

How to Assist Board Members with Signs of Dementia

Tags: Business Leadership, Business Management, Business Transition and Exit Planning, Family Business, Living Well(ness), Retirement,

How do you approach someone in your business who is showing signs of dementia? You want to handle the situation carefully and to the best of your abilities. This article offers some advice so you can avoid making mistakes when faced with a difficult situation.

planning and staging a company for a transition

Planning and Staging a Company for Transition

Tags: Business Planning, Business Transition and Exit Planning, Retirement, Selling Your Business, Succession Planning,

How do you prepare your company for a transition? Thinking ahead before you sell your company or pass it on to a family will help maximize your profits and prepare your business for the change. Discover what you need to know before developing a business transition plan.

Where Should You Retire? The Best and Worst States for Retirees

Tags: Estate Planning & Asset Protection, Personal Finance/Investing, Retirement,

What are the best states to move to for retirement? Find your home, whether it’s tax-friendly or boasts the best health care.

Long-Term Care Insurance: What You and Your Family Should Know

May 7, 2021
/ Personal Finance
/ By Gay Jervey

Tags: Estate Planning & Asset Protection, Family Dynamics, Financial Management, Living Well(ness), Retirement,

Everyone should consider long-term care insurance when thinking about the future. Do you know what you need to ask?

STEP, KPMG Study: Global Family Business Governance Trends

Tags: Business Leadership, Family Business, Fiduciary Duties & Corporate Governance, Millennials, Retirement, Succession Planning,

Here’s what the STEP survey on global family business trends reveals about governance, Millennial leadership, diversity and retirement.

4 Vital Items Your Employee Benefits Package Needs to Remain Competitive

Tags: Employment & Labor Dynamics, Insurance, Retirement,

Are you a growing business looking to build a competitive benefits package within your means? Learn about the top 4 employee benefits.

Sharing Tribal Knowledge in the Workplace

Why Managers Must Seize, Retain and Share Tribal Knowledge in the Workplace

Tags: Business Management, Employment & Labor Dynamics, Retirement, Succession Planning,

Your employees’ undocumented knowledge and experience leaves with them. What is the cost of not keeping tribal knowledge in the workplace?

Why Investing in Gold Remains a Reliable Choice, Despite Economic Uncertainty

December 15, 2020
/ Investors
/ By John Drachman

Tags: Gold & Precious Metals, Investors, Retirement, Tangible Assets,

Thinking about investing in gold? Adding gold investments to your self-directed IRA can be a smart diversification choice for retirement.

Invest in real estate with a self-directed IRA

5 Steps to Investing in Real Estate with a Self-Directed IRA

October 15, 2020
/ Investors
/ By Rick Pendykoski

Tags: Diversification, Personal Finance/Investing, Real Estate Investing, Retirement,

Want to grow your wealth, diversify your assets and get tax benefits? Using a self-directed IRA to invest in real estate may be for you.

Avoid taxation following these IRA rollover rules

Little-Known IRA Rollover Rule Has Big Consequences

September 9, 2020
/ Investors
/ By Jeffrey Kelley

Tags: Accounting-Auditing-Taxation, Baby Boomers, Estate Planning & Asset Protection, Retirement,

Avoid making the Forbes Top Tax Cases list with a review of the IRA rollover rule, which limits the number of IRAs you can rollover per year.

Articles tagged: Retirement