Blog Posts Filed Under pre-retirement

  1. Exit Planning: Preparing Your Business for Sale

    Beth Stringer

    By Beth Stringer

    You built something valuable. Now here's how to sell it on your terms. Most business owners start working on their business exit strategy too late, and it costs them. This guide walks you through every critical step: valuation, owner-dependency, tax structure, and assembling the right advisory team before you need them.

  2. New Year Financial Planning for High-Income Earners

    Beth Stringer

    By Beth Stringer

    This comprehensive guide covers essential New Year financial planning strategies including advanced tax optimization techniques, equity compensation decisions, estate planning updates, and cash flow analysis. From backdoor Roth conversions to Alternative Minimum Tax management, get the strategic insights you need to start the year right.

  3. 11 Essential Questions to Ask a Financial Advisor Before Hiring

    Beth Stringer

    By Beth Stringer

    If you earn $250K+ and already know to ask about CFP, fiduciary duty, and fees, this guide goes deeper. Learn the 11 questions that expose real value, hidden conflicts, and advisor expertise, plus the red flags that should make you walk away.