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...
by Ashley Micciche | Oct 30, 2019 | Retirement, YouTube
KEY TAKEAWAYS One of the greatest benefits of being a small business owner or a solopreneur, is that the world is pretty much your oyster when it comes to retirement plan options for you and your business! Because there are so many different options out there,...
by Ashley Micciche | Oct 23, 2019 | Potpourri, YouTube
KEY TAKEAWAYS Mistakes made on your beneficiary forms could prove costly for your loved ones or worse, cause your assets to be split in ways you never intended! In today’s video, we are talking about 3 beneficiary designation mistakes. You’ll learn: Why you...
by David G. Wilson, Jr. | Oct 15, 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 +19.50% YTD through 10/15/2019) Over the...