Articles by Thomas Charla

Sure, there’s financial planning. But retirement takes some organizational and emotional preparation too.

Envisioning your retirement in three distinct stages, or "buckets," may help your financial planning.

Understand the level of risk you are personally willing to accept before committing money to investments.

These small moves could be the baby steps that lead to a stronger pace for your finances.

Three keys to maximizing the value of your business.

When you review what your business is worth, you can plan more realistically

Since your business may be your most valuable asset, it’s important to know what it’s worth.

There a variety of ways to fund a buy-sell agreement for your business.

Consider the options: ESOP, transfer, sale, or management buyout?

Dividing an estate should be easy math, but for business owners the largest asset is often illiquid.

Business owners need to understand valuation and why it’s critical for their future.

Business owners are finding that the traditional means of funding a comfortable retirement may not be enough.

How do you deliver workplace benefits to engage the millennial generation?

Here are ways for a business to attract and retain great employees.

Aiming for targets in 4 key areas will set an overall plan for your strategic financial objectives.

You can help protect your business from a key employee loss by funding a Qualified Sick Pay Plan.

Are you a small business owner planning for retirement? Estimate the value of your business.

Contributing to qualified retirement plans is just part of the equation.

Thomas Charla