Latest articles by Christopher C. Giambrone, CFP®, AIF®
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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.
