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Is Retirement a “Bad” Word?

Is Retirement a “Bad” Word?

You’re excited about retirement, right? You’ve worked hard for, what, four or five decades now? You’re due. No more early alarm. No more meetings. No more deadlines. No more office politics. Can you believe it? It’s just you — out on the links; puttering in the...

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Effective Succession Planning

Effective Succession Planning

We held a “Meeting of the Minds” workshop on effective succession planning and transitions. For over an hour, a panel of experts including a financial advisor, business valuator, attorney, accountant, and financial software specialist informed the audience with...

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