Month: March 2024

Managing Healthcare Costs in Retirement: Strategies for Long-Term Health Planning

Written by Zachary Morris, CFP® on March 25, 2024.

Ready to tackle long-term care planning for your retirement? Learn some strategies to better manage healthcare costs.

Five Strategies to Help Round Out Your Retirement Planning

As retirement approaches, one of the most significant concerns for many is managing healthcare costs, especially as healthcare costs continue to rise. While this can seem like a daunting task, having an effective plan in place for these expenses can help boost your retirement strategy and make you feel more prepared. If you’re worried about your long-term care planning, below are five strategies that you may want to consider to help you manage healthcare costs.

Succession Planning: Preparing Your Business for Retirement Transition

Written by Jeff Diamond, AIF® on March 11, 2024.

Business succession planning is about preparing for a smooth transfer of ownership and continued operations after you retire.

Tips to Plan for the Continuity of Your Company After Your Retirement

You’ve invested years into your small business – maybe even a lifetime – and yet the time will come when you may consider retirement, whether from necessity or desire. Crafting a business succession plan now may help you prepare the company for a smooth transition to new management or ownership when the time comes. Succession planning can also help you prepare for unforeseen circumstances, so developing a clear succession strategy may be an important step in keeping the business you’ve built thriving for years to come. Below, we’ll discuss some common key elements of succession planning that you might consider as you think about the future.