Considerations for Preparing Your Heirs to Take Over Your Business
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 30 October 2019
A common trait among successful business owners is to place importance on instilling their business values in their children. This is especially key when you plan for your children to play an increased role in the business as you age or after you die. In these cases, it’s important to guide your children in business starting at an early age and ensure they understand their future role. Your children are likely to have an easier transition when you eventually step down or scale back your responsibilities if they have grown up in the business.
How to Give Back Without Jeopardizing Your Finances
By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 17 October 2019
Retirement should be a time of great fulfillment; an opportunity to live the most gratifying life possible, enjoying all that you worked so hard to achieve. For many retirees, charitable giving offers an especially meaningful way to utilize your assets and support organizations and causes you care about.
– And What You Can Do About It
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 25 September 2019
Money can be a complicated topic for many women, and too many avoid learning enough about their finances to feel secure and informed. If you count yourself in this category, it’s important to begin thinking about your retirement plan since women are much more likely than men to run out of money in their retirement years.
