Articles by Thomas Charla

After selling your business, you need a strategy to convert proceeds into sources of retirement income.

Preparing for the unexpected may help you avoid unpleasant outcomes, like liquidation.

Is an advisory council, comprised of your business peers, right for your business?

Life and disability income insurance can help protect and retain the stars of your business.

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

Paying off debt is important, but not at the expense of savings and retirement plans.

Helping your employees keep their plans on track actually benefits your operation in the long run.

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

Three keys to maximizing the value of your business.

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

Helping employees with finances can add value to your business through productivity and talent gains.

Get your employees to pay attention to their financial planning and future.

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

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

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

Sorting your expenses between the necessary and discretionary will help prepare your budget for bumps.

By giving your employees effective financial education, you can help them reduce short-term financial stress.

There are costs, seen and unseen, associated with employees fretting about their finances.

Thomas Charla