By Brian Baum, CEPA®, CFP® Although selling a business is something most business owners want to do in the long term, many aren’t preparing for […]

Do you have enough money to live the life you have grown accustomed to? Learn how our cash flow analysis can monitor, in real time, […]

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. […]

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 […]

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 […]

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 […]