Are You Set for Life

Feb 11, 2013

That depends upon what you mean by “set”. For some it means that you know what you want to do with for the rest of your life. For others it means you know what you want to do and you have the financial means to carry out those wishes. While you might think you are set for life, you really aren’t unless you have quantified your goals and have a solid plan to achieve them.  Read more ...

Category: Financial Planning

Joan M. Ridley, CBA, CEPA, CFP™

Joan RidleyPresident of Business Wealth Solutions, a business consulting firm.

"We have identified numerous opportunities to protect and maximize corporate wealth both now and in preparation for ownership transition. In this economy, human and intangible capital are major corporate assets. Absent proper planning, business owners could leave dollars on the table, and face the risk of actually losing their unprotected assets and hard-earned wealth."

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