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. If you’re a business owner considering… +

Have you ever considered or wondered how your loved ones will utilize their inheritance? Will these financial resources unite or divide your family? Have you done a good job in communicating your “money values”? Have… +

To keep your business sharp and on track into 2022, take a second to check off these three often-overlooked to-do items. Adding another item to your to-do list before the end of the year may… +

We all remember March, 2020, when much of the world shut down. The markets were on a roller coaster ride to put it mildly, and investor emotions were off the charts. The uncertainty that COVID-19… +

Small-business owners are often passionate about what they do and take great pride in the value or service their business offers. It’s likely they work long hours and spend ample mental time thinking about operations,… +

  As wealth managers, we often assist people with their retirement planning needs. Now artificial intelligence (AI) could soon dramatically alter the retirement world as we know it. https://rethinking65.com/2021/07/07/ai-is-likely-to-potentially-disrupt-retirement-planning/