Industry News

Putting Together the Succession Planning and Retirement Planning Puzzle

Everyone needs to plan for retirement. As a business owner, you face a distinctive challenge in that you must save for your golden years while also creating, updating and eventually executing a succession plan. You can put the puzzle pieces together by answering these fundamental questions.

Taking a Long-Term Approach to Certain Insurance Documentation

After insurance policies expire, many businesses just throw away the paper copies and delete the digital files. What happens if you need to produce evidence of certain kinds of insurance even after the coverage period has expired? For this reason, it’s best to take a long-term approach to certain types of policies.