Retirement

  • In today’s world of “instant,” concepts such as value and worth may no longer be second nature to many of us. For instance, an appraisal of the monetary value or worth of your business, as you anticipate selling it to fund your retirement plan, can depend on a variety of factors you might not have thought of—including whether you have paved the way for selling it and how quickly you want to exit. Tracey M. Jasey, Partner, MPI Business ...

  • We spend most of our lives working and saving so that at some point we will have the financial freedom to step away from the grind and do something else.  Do you know if you are on track for financial security throughout retirement? Just posing this question reminds me of our clients Brent and Wanda. When we began working together in 2005, they were about forty years old. As small business owners, their demanding schedules prompted them to aspire to retire early–preferably ...