Beginning the Business Succession Process: A Guide for Business Owners
Start business succession conversations with your goals, professional team and valuation needs, then connect the transition with your personal finances.
Insights archive
Insights
Browse articles in chronological order on personal planning, investing, retirement and business-owner decisions.
Maximizing Social Security Benefits
Compare Social Security claiming choices with your cash needs, health, spouse or survivor benefits, portfolio withdrawals and taxes.
Retirement Planning for Oil and Gas Professionals: Six Decisions to Review
Retirement decisions for energy professionals: review income needs, employer exposure, available benefits and career transitions with Todd Smurl, CFA.
Why Rebalancing Matters for Your Retirement Portfolio
Why portfolio rebalancing matters for retirement: restore your intended risk mix while considering withdrawals, cash flows, costs and taxes.
Direct Indexing, Index Funds and Stock-Selection Styles
Compare direct indexing, index funds and stock-selection styles, with the trade-offs in taxes, customization, diversification and costs.
Planning For a Liquidity Event: Steps to Take Before & After
Connect a business sale or other liquidity event with cash reserves, retirement spending, investment decisions and your legal and tax professionals.
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