Latest articles by Dennis D. Coughlin, CFP, AIF
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Succession Planning: Three Strategies for a Smooth Transition
Someday, you'll want to step away from your business so you can enjoy a happy retirement. To prepare for that day, these tips are essential.
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Seven Essentials When Preparing to Sell Your Business
Before you put your business up for sale, make sure these seven ducks are in a row to help with a smooth process and transition.
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Six Retirement Account Wins for Employers and Employees
The retirement plans that employers offer employees benefit the employers with boosts in recruitment, morale and tax breaks. Employees also reap the benefits.
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You’ve Just Sold Your Business: Now What?
The transition into a new phase of life after selling your baby can be difficult, especially if you were reluctant to sell, but here’s how to refocus.
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Finances Aside, What Does a Happy Retirement Look Like?
Three examples of retirees show what it means to thrive in retirement. The common denominators provide clues on how to swing your own happy retirement.
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Selling Your Family Business? 14 Things Small-Business Buyers Will Want to See
Having all the relevant information ready to go before you have a prospective buyer will help make the process so much easier.
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3 Ways to Increase the Enterprise Value of Your Family Business
small business When you’re wrapped up in the day-to-day challenge of running a business, you can easily overlook some big-picture opportunities to boost your bottom line. Here are three factors to focus on today.
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Preparing Your Family-Owned Business for Sale?
small business Even if you’re not ready to sell right away, it’s smart to always operate as if your business were on the market. The same techniques that boost your sales price could boost your bottom line in the meantime.
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Entrepreneurs, 3 More To-Dos Before Year End 2021!
entrepreneurship To keep your business sharp and on track into 2022, take a second to check off these three often-overlooked to-do items.
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3 Exercises Help Reluctant-to-Retire Folks Know When to Say When
happy retirement Transitioning into retirement isn’t easy for everyone — especially entrepreneurs — but these three planning exercises can help clarify what you want out of retirement and whether you really are ready to let go.
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What Does the Upcoming Election Mean to Your Investments?
investing For smart investors, the surprising answer may be very little. Here’s why, and what you should do (and not do) as election season heats up.
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What is WRONG with Your Financial Planning 'Picture'?
Financial Planning For a revealing reality check, take your finances and turn them into a one-page visual representation. This exercise could bring you some much-needed clarity as you near retirement.
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Before You Retire, Consider an Internship
Making Your Money Last The traditional idea of retirement very well may not be for you. To find out, do a "retirement internship" years before you jump into anything.
Making Your Money Last
