Latest articles by Christopher C. Giambrone, CFP®, AIF®
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3 Mistakes Business Owners Can't Afford to Make When Planning Their Exit Strategy
Getting an early start on laying the groundwork for your exit is imperative. Empowering others to make decisions and delegating responsibilities also play key roles.
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Selling Your Construction Business to Employees or Family? Here Are 5 Tips for Success!
small business Even though you’ve already identified a great buyer for your business – and it’s someone you know and trust – you still have some work to do to make this transition go smoothly.
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Planning to Sell Your Business to Key Employees?
small business It’s a common route for those moving on from business ownership, and even though it can be rewarding, it can also come with some “baggage.” Follow these important steps.
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Small-Business Owners Can Be Divided into 2 Camps – Which Are You?
small business The financial complexities of being a small-business owner are vast regardless of the “camp” they reside in. Juggling business needs with personal finances can make retirement planning a real challenge.
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Does Your Financial Plan Fit on 1 Page? It Should. Here's How.
Financial Planning Software planning tools can be handy, but they can also be complex and end up steering you in the wrong direction. What may work better? A little face time with your planner, leading to a simple, easy-to-follow financial "map."
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A Scorecard for Your Financial Adviser
Financial Planning Assigning ratings to all the different parts of your plan could help you spot weaknesses and get more value from your financial professional.
Financial Planning
