by Daniel Stous | May 11, 2023 | Insight, Retirement
Because many Americans hold much of their net worth in a home, home ownership is relevant to many financial planning discussions we have with our clients. As needs change in retirement, people begin to wonder, “Is it time to downsize my home?” It might...
by Daniel Stous | Apr 25, 2023 | Insight, Retirement
Last week, we began our current blog series focusing on some of the psychological impacts of retirement. We discussed the emotional transition that comes with retirement, along with the shift from an accumulation mindset to a decumulation mindset. As our clients begin...
by Daniel Stous | Apr 12, 2023 | Insight, Retirement
Retirement — a word that can ignite thrilling excitement or utter anxiety. No matter how it’s viewed, retirement is on people’s minds long before it arrives. Some people discover their retirement years to be a deeply fulfilling time of life. Others, however,...
by Daniel Stous | Feb 28, 2023 | Business Advice, Insight
According to U.S. Census Bureau statistics, an average of 4.4 million businesses are started in the United States each year. Unfortunately, 50% die by year five (Fundera). Planning and preparation can make the difference in whether your business survives. This...
by Daniel Stous | Feb 15, 2023 | Business Advice, Insight
As we continue our series on issues to consider related to business ownership, we’ll shift our focus to legal and business formation issues. Many of our clients ask us about what type of business entity they should form and other legal questions. We’re not attorneys,...
