Wealth Diversification

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Why Every Business Owner Needs an Exit Plan (Even If They Never Sell)

By Jonathan Theunissen, CFP ® Ask a business owner about their retirement plans and you will often hear the same answer: “I’ll sell the business one day.” On the surface, that sounds perfectly sensible. After years of long hours, financial sacrifice and more than a few sleepless nights, the business should eventually provide a meaningful[...]
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