Financial Planning: Managing Health Care Costs in Retirement
It is not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees.
Investment Planning: The Importance of Dividends
About 40-50% of returns have come from Dividends historically, although in recent decades that proportion has shrunk substantially.
Business Planning: 2023 National State of Owner Readiness
Ten years ago, the Exit Planning Institute embarked on a groundbreaking research endeavor called the State of Owner Readiness Survey.