Effective succession planning is usually a multiyear process that requires careful analysis and clear goal setting. That's doubly true if passing your company on to a family member is an option that you're considering.
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Combining recent developments in medicine with comprehensive Life-Centered Financial Planning can give retiring doctors some options for continuing their life's work.
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Improving Return on Life isn't something that happens in an undefined future. Here are three ways that you can leverage your financial plan to find your balance and start enjoying your money more.
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For many folks who spend their entire careers following a financial plan, saving and investing isn't just a commitment, it's a mindset. And it can be very challenging for these seniors to switch from a "saving" to a "spending" mindset once they do retire.
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Hollywood dramatics aside, the executor of the will makes sure the wishes of the deceased are carried out and acts in the best interests of the estate.
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Improving Return on Life isn't something that happens in an undefined future; it’s an ongoing process that allows you to balance in-the-moment enjoyment with your family's long-term security.
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The wealth of nearly two-thirds of all small business owners is tied up in their business. But, without knowing the value of your business, how will you know when you can stop working and retire?
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Entrepreneurs in the new millennium are changing the tides of traditional businesses. But the one thing that seems to deter some budding entrepreneurs is taking stock of the numbers that matter. Because numbers are the building blocks of a successful business.
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If you're feeling less enthusiastic about your New Year's resolutions than you did a month ago, you're not alone. One of these three Return on Life strategies might help you get back on track.
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Charitable giving is a holiday gift that never breaks, gets returned, or goes out of style. And the ripples of goodwill that giving sends out into your community can also bring your family closer together throughout the year.
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As excited as you’re feeling about your New Year's to-do list, you might be overlooking four important factors that could help you accomplish more in 2022.
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Adopting a "sabbatical mindset" could help you to improve the Return on Life you're getting from work.
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