We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of Exit Planning. We also understand that, at some point, all owners exit their businesses. When that day arrives, owners want to exit on their terms, the most important of which are financial independence and choosing […]

Manage cash flow in retirement with multiple income streams When you retire, you get to bid farewell to the working world. That’s the good news. The bad news? You’ll no longer have a paycheck coming in from your employer. To address that, you’ll need to piece together a steady stream of income from different retirement […]

An exit strategy helps business owners ensure the long-term success of their company A good succession plan creates a blueprint for ownership transfer as you exit your business. It helps you prepare for your retirement, ensuring you have the income you need. And setting a well-conceived plan into motion protects the people around you, including […]

Long-term care coverage can fill in the gaps other health care insurance leaves behind.   Long-term care insurance helps cover the cost of assistance with daily living tasks, including bathing, dressing, eating, and mobility.

A well-designed plan protects your wishes and helps avoid conflict among your heirs.  A wealth transfer plan guides the movement of your assets from your estate to your beneficiaries. Baby boomers are already in the throes of the most significant wealth transfer in history.

This year has been marked with one major theme, change.  It came fast and furious leaving a wake of destruction, denial and unanswered questions in its path.  Buried beneath all of that has been opportunity for those that have spent the time adapting and adjusting with the current landscape.  We believe that there is a […]

For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying. Much of that changes at 65. That’s when individuals generally are eligible for Medicare, which covers routine health care expenses such as visits to doctors and prescription drugs. But the program doesn’t cover everything. Here is a breakdown […]

Elections can move the market, but that doesn’t mean you should change your approach Like any big news event, U.S. presidential elections can cause ripples and even waves in the stock market. In November 2016, for example, Donald Trump’s victory sent Dow Jones Industrial Average futures plunging 900 points on election night, as investors reacted […]

Clarity, Structure, and Direction Interchange Captial Partners defines Wealth Management as Planning, Relationship Management, and Investment Management.      

For some, it is just a name, for us it is a statement of what we are and why we do what we do. Interchange – Take a moment and visualize the largest most complex highway Interchange you can; it sprawls in every direction.  That is how clients have told us they view their wealth; […]