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We share a tool that you can use to document your ten-year vision, 3-year plan, and one-year strategic plan.
Of course, you CAN golf every day, but is that your whole retirement plan? Well, I know some individuals that do golf six out of seven days. (They close the course Mondays!). But do you WANT to golf every day?
House of Gucci illustrates how important it is for families to pay attention to succession and exit planning. I give this movie two thumbs up for the entertainment value of the movie, but two thumbs down on exit planning!
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*Exit planning is through LPL Financial, a registered investment advisor under the LPL’s Hourly Consulting Program. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.