Financial Advisor & Retirement Planning

“My Business Is My Retirement Plan”: Here’s Why It Can’t Be.

  • When I speak to business owners about retirement planning, it’s not unusual for me to hear, “Well, selling my business IS my retirement plan!” It’s a nice idea on paper. You build up your business to a point where your life’s work can be sold for an amount that finances all of your dreams for years to come. The problem? Many business owners can’t say with absolute certainty that their company will indeed be able to deliver on completely funding…

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