Tag - Business exit plan example

October 2015

Financial planning anew in retirement: Life changes spur adjustments

In retirement, individuals may find that changing circumstances dictate a change in their financial plans. Chia-Li Chien highlights one couple’s journey in adapting, post-retirement, to unexpected events.

July 2015

Can a Family Business Finance Your Retirement: With the right succession plan, it can!

Follow Chia-Li Chien's story of a family business as they attempt to navigate a successful transition from parents to child, with the business financing their retirement.

June 2015

Make the right pick: How your choices now can affect three generations to come

Chia-Li Chien uses an age-old Chinese saying to demonstrate the need for making the right choices today that will allow you to stay focused on your goals and dreams for the future.

May 2015

April 2015