Maximizing Your Retirement: Streamline Your Old 401(k)s For Your Financial Success
Many professionals have multiple 401(k) accounts. This article covers essential tips to consolidate and maximize your retirement savings.
The Value of CEPA® (Certified Exit Planning Advisor) for Business Owners
Entrepreneurship is rewarding but challenging. A Certified Exit Planning Advisor® (CEPA®) can guide business exits, especially with Century Management’s expertise.
Navigating the Hazards: The Risks Faced by Owners and HR Representatives as Plan Sponsors of 401(k) Plans
Many business owners and HR reps struggle to manage company 401(k)s. This article highlights the risks of serving as a plan sponsor without a fiduciary advisor.
Unlocking Business Value: Essential Steps for Success
Through supporting business owners and earning my CEPA® designation, I’ve gained insights into building and sustaining company value.
Are your risk tolerance and risk capacity aligned?
In 32 years of advising clients, I’ve found that many who say they tolerate risk may not have the financial capacity to do so.
Securing Your Future: An Unexpected Exit Strategy for Business Owners
Many business sales happen unexpectedly, creating financial and emotional challenges. This article covers essential steps to prepare for a surprise business exit.
Good Succession Planning Is Good Business Planning
Unplanned events like death, divorce, or disability can force a premature business sale. Proper transition planning helps maximize value for you and your beneficiaries.