Sentences with phrase «owner nearing retirement»
Current owner nearing retirement, available to teach / mentor integrative approach.
https://www.ahvma.org/
The choices for business owners nearing retirement often boil down to passing the businesses to heirs or selling the company for retirement income.
Not exact matches
«This cohort, having reached a place of stability, and often owners of primary residences in the country's city centres, is making recreational property purchases for family enjoyment in the near - term and as a key strategy for retirement.»
Tom focuses on high net worth individuals that are in or near retirement, business owners, people working for municipalities, professional athletes, and companies to construct highly diversified, low cost 401 (k) retirement solutions for their employees.
401k Plan Advisor in Raleigh, NC — Beacon Financial Strategies A wealth management firm that specializes in retirement planning for those nearing retirement, and assists business owners who need a fiduciary to provide ongoing guidance to their employer sponsored 401k retirement plan.
The same questions were put to small business owners, and again CPP / QPP hikes were ranked near the bottom (5 %) among options to boost retirement savings.
In looking at the demographics of today's real estate professionals, we know that in the very near future a large percentage of owners and practitioners will be transitioning into retirement.