By: Steven Greenapple, SES ESOP Strategies, a Stevens & Lee Company When contemplating a sale of their business, the owners of a Company have several alternatives to consider. They can (1) sell to a financial investor (private equity or family office); (2) sell to a strategic investor (another business who wants to expand into the…
Read MoreTopic: Retirement & financial planning
Saving for Retirement and a Child’s Education at the Same Time
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s education at the same time can be a challenge. But take heart–you may be able to reach both goals…
Read MoreHow do you plan to retire?
As an architect, you know that starting with a comprehensive plan and building a good foundation is essential for success. You would never begin a project without a blueprint and process in place – but that’s exactly what many architects do when it comes to retirement planning. Many architects don’t know where to begin their…
Read MoreESOPs Fable: an overview of what an ESOP is and what should be considered
The Fable A sheepdog getting to the end of her prime working years, was told by the farmer that her final task was to select an appropriate replacement. So, early the next morning, she began her search of the farm for a suitable heir to her position.
Read MoreNever Too Soon to Start
If you’re relatively new to practice, you may think that you can deal with retirement planning much later. But it takes years to accumulate the savings you’ll need for an ideal retirement. It’s well worth spending time now to strategize how you’ll get from here to there – even if retirement is many years in…
Read MorePlanning for the New Year? Here are 6 key things to help get your financial and life plans on track
In 2023, we will continue to face challenges like higher inflation, higher interest rates and potential recession. While there’s not much we can do to influence the global macroeconomic and geopolitical picture, there are plenty of ways to ensure our own finances are robust enough to deal with whatever the next 12 months throws at…
Read MoreFinancial planning for women architects
Saving for retirement is important for all architects. This article focuses specifically on unique considerations for women in the profession and pairs with a podcast that can earn listeners 1 learning unit credit in addition to financial advice to keep in mind.
Read MoreFinancial Planning for Women
This podcast, presented by Equitable in conjunction with the AIA Trust, is designed to help architects, specifically women in the profession, succeed in saving for retirement. All architects share the need for proper financial and retirement saving planning. For women architects, creating a sound financial and retirement plan is even more essential since issues like…
Read MoreDetermining the Right Retirement Plan
For architects, establishing a retirement plan for yourself and your firm if you have employees is one of the most important actions you can take. Selecting the right kind of plan for yourself is also critical.
Read MoreHow to Budget for Retirement
As the pandemic continues, it’s not surprising that consumers are more anxious about achieving their retirement goals than they were pre-COVID. Nearly two-thirds state that they feel at least some concern over how they’ll maintain their lifestyle in retirement according to a 2020 Equitable Consumer Pulse Survey.
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