by Ashley Micciche | Dec 9, 2019 | Retirement, YouTube
KEY TAKEAWAYS Money doesn’t buy happiness, but it’s very hard to be happy when you’re not at a place financially that is comfortable to you. It’s almost the end of 2019 and it’s that time of year where everyone starts thinking about New...
by Ashley Micciche | Dec 2, 2019 | Business Exit Planning, YouTube
KEY TAKEAWAYS What happens to your family, your employees, your business and your customers… if you exit your business before you plan to? It’s a real concern in the business exit planning process and one that is addressed with the Business Continuity...
by David G. Wilson, Jr. | Nov 20, 2019 | Monthly Market Update, Newsletters
In the Market & Economic Outlook, we separate the relevant from the noise, to bring you timely content that helps you on the path to and through retirement! STATE OF THE MARKETS STATE OF THE MARKETS (S&P 500 +23.95% YTD through 11/20/2019) One of the primary...
by Ashley Micciche | Nov 11, 2019 | Business Exit Planning, YouTube
KEY TAKEAWAYS What happens to your business if you die or become incapacitated before you exit your business? A business continuity plan provides guidance and peace of mind to your family and employees in the days, weeks, and months following an unexpected exit from...
by Ashley Micciche | Nov 4, 2019 | IRAs, YouTube
KEY TAKEAWAYS It’s the most wonderful time of the year. Do you know what that means? Not Christmas…It’s our RMD (Required Minimum Distribution) season! If you are 70½ or older and you have IRA accounts, you must take money out of your account before the...