Latest articles by Jason R. Cross, CFP®, CTFA
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You’ve Just Sold Your Business for Millions. Now What?
small business Financial and life decisions often become more complex – not less – after selling. Here are ways to maximize your profits from the sale while enjoying retirement.
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Are You Still Chasing the Almighty Dollar, Even Though You Have Plenty to Retire?
retirement Financial planners see this all the time: You've saved enough to retire comfortably. Yet you're worried about your money running out and want more. It’s time to ask yourself “How much is enough?” Maybe less than you think!
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You Have a Will – Is It Time for an Estate Plan?
retirement An estate plan takes your will a step further to account for more than just your possessions. It provides clarity to your estate and can help head off potential future family battles.
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5 Financial Tips for New Parents
retirement In between naps, feedings and burpings, here are five things you should do when you bring home your bundle of joy.
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5 Last-Minute Tips for Tax Procrastinators
taxes The clock is ticking for those still not done preparing their 2017 tax returns. To help beat it, keep these five timely tips in mind.
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