Incentivized early retirement programs offer opportunities to foster mentorship and ensure a seamless transfer of institutional knowledge.

Business Exit Planning: Overcoming Emotional and Financial Roadblocks
Two-thirds of surveyed business owners lack a documented plan for selling or transitioning their business. Here’s why and what to do about it.

How to Build a Self-Sustaining Business for Lasting Income
Escape the daily grind and secure your financial future. Learn how to structure your business with remote teams and robust systems to generate reliable, recurring profits in retirement.

Medicaid Eligibility: Addressing Gifts & Business Investments
Understand the Medicaid look-back period, how gifts and investments impact eligibility, and strategies for recovering assets or paying privately to avoid penalties.

