Utilizing key C2B trends to help your business evolve
Successful companies in the current economy minimize their marginal costs and help customers drive change through innovations in digital technologies.
Chia-Li Chien
Multi-Generational Financial Planning for Asian-American Families
Connection between Asian filial piety culture and multi-generational financial planning for Asian-American families.
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.
Success with succession – A matter of good timing
Establishing a good exit strategy for your business requires early planning and a willingness to trust your key resource people.
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.
What Does the Rule of 72 Reveal About Your Business?
Chia-Li Chien reviews the Rule of 72 for business owners as a way to measure return on investment in your business and a way to get closer to your goal of cashing out profitably and when you want.