Budgeting: The (Often) Missing Step in Retirement Planning
By Aaron Rubin, JD, CPA, CFP^®
As advisors, we know the truth is that budgeting has more to do with retirement success than anything else. This is especially true as the final day of work draws nearer. A properly constructed budget can inform pre-retirees of their reality, and let them adjust expectations both up and down, if necessary.

 

Tax Issues are Complex for Special Needs Families
By Mary Anne Ehlert, CFP^®
We all want the best for our families and children, and that’s particularly true for families with a family member who has a disability. At tax time, these special-needs families have to grapple with especially complex issues the average tax preparer or CPA may be unfamiliar with.

 

Retirement Plan Options For Small Business Owners 
By Martin A. Scott, CFP^®, EA 
Small business owners must be proactive in creating their own retirement savings plan and not rely on the potential sale of their business. Not addressing retirement planning can lead to adverse consequences in the long term but the good news is there are retirement plan options for small business owners that provide tax advantages and flexibility.

 

Navigating the Emotional and Practical Challenges of Exit Planning for Retirement
By Cassandra Smalley, CFA, CFP^®
For many small business owners, the business itself is not just a source of income but their identity and retirement plan. The thought of exiting can be overwhelming but as financial advisors we can guide business owners through the complex process of exiting on their terms.

 

Leverage Holiday Business Opportunities
By Michelle R. Donovan
During the holiday trifecta season, you will be spending time with your closest relationships. Your clients, COIs, and others you know will be doing the same thing. In the spirit of giving, I want to give you a new perspective on how this time of year can be leveraged in a positive way for your business without any feelings of being pushy, salesy, or smarmy.