Resources

These resources are informational pieces only and should not be considered a solicitation nor should any action be based solely on them. The information contained in this section has been obtained from sources believed to be reliable but are not necessarily complete and the accuracy cannot be guaranteed.

This content should be used for information purposes only. Investors should contact us before acting on any of this information to seek our financial advice on their specific situation and the appropriateness of the actions for them. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person.

Please contact us to discuss any information contained in this section, or in the case of tax information, your local tax advisor, as it is not our position to offer legal or tax advice.

Recent Articles

Will You Really Be Able to Work Longer?

Will You Really Be Able to Work Longer?

You may assume you will. That assumption could be a retirement planning risk.   Provided by Brower Financial Group How long do you think you will work? Are you one of those baby boomers (or Gen Xers) who believes he or she can work past 65? Some pre-retirees are...

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An Intriguing Exit Strategy for Today's Business Owner

An Intriguing Exit Strategy for Today's Business Owner

One of the more difficult challenges facing a business owner is the formulation of a viable and economically beneficial exit strategy at retirement. Typically, the main goals of such an exit strategy are 1) to identify a qualified buyer, and 2) to receive fair...

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Business Succession Planning – Ten Steps to Success

Business owners are often so busy with the day-to-day issues of running and growing their companies that the issue of business succession is often overlooked or left on the "back burner" until it's too late. What would happen to your business if you were to disappear...

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Effective Cost Management Builds a Solid Foundation

From the smallest proprietorship to the largest international conglomerate, cutting costs can often be perceived as a "quick fix" toward improving financial results. However, such business decisions may not always be in the best long-term interest of an otherwise...

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Get "In Sync" with Today's Retirement Plans

Although small business owners wear many hats, too often, the one labeled "Retirement Planner" is not among them. Hats may add panache, but basically, they're for protection. Today, protecting your financial future, as well as that of your employees, by establishing...

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