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The Truth About Small Business Succession Planning

Ken Perine

This is critically important for a large public company with thousands of employees and thousands upon thousands of stockholders. It is no less important for a small company where relatively few employees still depend on it for their livelihood. While large companies typically have board committees and/or staff whose sole responsibility is to develop and […]

Filed Under: Articles Tagged With: small business, succession planning

Market Volatility Shouldn’t Change A Good Financial Plan

Ken Perine

It’s easy to succumb to the urge to sell if the market takes a header or buy if it’s headed upward. But sudden action is usually a mistake. In the late 1980s, Harvard psychologist Paul Andreassen made news with a research project that found that people who listened to market news actually made lower returns. […]

Filed Under: Articles Tagged With: financial planning, stock market

Q&A: Consider Making An Estate Check-Up A Multi-Generational Family Matter

Ken Perine

Though Ledger’s parents told the media that the daughter and mother would be fairly provided for, that’s not the same thing as a solid estate plan that leaves nothing to chance. And if Ledger’s death offers a lesson, estate planning should be done at the earliest point in your life that you start to gather […]

Filed Under: Articles Tagged With: estate planning

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Recent Articles

3 Reasons Why – Your company doesn’t need a 401k plan

Retirement Plans for the Gig Economy

Small Business Retirement Plans Part 3

Small Business Retirement Plans Part 2

Small Business Retirement Plans Part 1

Investing for Retirement

Planning for Retirement

Why retirement planning for small business owners is different. (Part 3)

Why retirement planning for small business owners is different. (Part 2)

Why retirement planning for small business owners is different. (Part 1)

Proposed regulations are bad news for family businesses

Your investment advisor might be getting difficult. Here’s why.

Is your 401k plan going to get you in trouble?

Work on Your Business, Not in It

Make the Most of Your 401(k)

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