It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Be realistic about the sale of your business, get it ready for the sale and make sure key employees are on board
Plan for the things you can protect against, like a loss of income due to illness or injury.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.