With the largest generational wealth transfer in history happening now, understanding and implementing effective transition ...

Retirement planning often focuses on finances, but the non-financial side is equally crucial. Experts emphasize that addressing emotional and social aspects can significantly ease the transition into ...

Many retirees who neglect non-financial preparation face unexpected challenges. Without a plan for emotional and social ...

That kind of seamless transition is still rare in retirement plan advising, White says, especially among small, founder-led ...

The financial planning experience can evolve from something static and reactive to something dynamic to help consumers ...

To help address this gap, EPI developed a proven framework known as the “Three-Legged Stool” of exit planning. This model emphasizes that a successful exit rests on three equally important pillars: ...

Danaher Corporation (NYSE: DHR), a leading global life sciences and diagnostics innovator, today announced that Matthew Gugino, currently Group Chief Financial Officer of the Company's Life Sciences ...

There are big financial and emotional changes when you finally stop working. Here are the key financial steps for a ...

She specializes in wealth planning, legacy strategies, and business exits. Ever find yourself exhausted between 5 a.m. wake-ups and midnight emails, wondering if success is costing more than it's ...