retirement income planning – Value Growth Institute

Maximizing Retirement Success: Beyond Assets and Liabilities by Chia-Li Chien, PhD, CFP®, PMP®

Revolutionizing Retirement: A Holistic Approach to Financial Planning

Dr. Chia-Li Chien's insights from the "Maximizing Retirement Success: Beyond Assets and Liabilities" session. It underscores the significance of adopting a holistic approach to retirement planning, moving beyond traditional asset accumulation. Dr. Jane emphasizes the potential of underutilized assets like home equity and human capital while advocating for the strategic use of reverse mortgages. The session provides financial planners...

January 21, 2024

By Chia-Li Chien, Ph.D., CFP®, PMP®, CPBCBlogAsset Distribution, Chia-Li Chien, Home Equity, retiree advising, Retirement Balance Sheet, retirement Financial Strategies, retirement income planning, Retirement Planning, retirement success rates, Reverse Mortgages0 Comments

Coping with the Costs of College

Pursing a bachelor’s degree means making a financial purchase decision. Don’t overspend; do manage your finances with an eye toward enhancing professional preparation.

October 15, 2016

By Chia-Li Chien, Ph.D., CFP®, PMP®, CPBCBlogChia-Li Chien, exit strategy, financial planning, financial planning and analysis, FP&A, retirement income planning, selling business, Succession, Value Growth Institute0 Comments

Recognize Behavioral Signs before Your Emotions Take over in Making Strategic Financial Decisions

Many of our key financial decisions take place in the midst of emotionally stressful circumstances (weddings, illnesses, deaths, births). What should decision-makers guard against to help ensure solid financial choices?

October 15, 2016

By Chia-Li Chien, Ph.D., CFP®, PMP®, CPBCBlogChia-Li Chien, exit strategy, financial planning, financial planning and analysis, Financial Stress, FP&A, retirement income planning, selling business, Succession, Value Growth Institute0 Comments

Managing Major Business Change

When events in the life of a business necessitate a shift in the terms of operation, how will you manage the necessary changes

March 22, 2016

By Chia-Li Chien, Ph.D., CFP®, PMP®, CPBCBlogAsian-American Families, Chia-Li Chien, Customers’ needs transform business practices, exit strategy, filial piety, financial planning, financial planning and analysis, FP&A, Indiana, Multi-Generational, Muncie, part-time CFO, retirement income planning, selling business, Show Me The Money, small business, Succession Strategy, Value Growth Institute, Work toward Reward0 Comments

Changing business practices to reflect new market realities

The importance for businesses of adapting to the ever-changing nature of competition in their markets

February 23, 2016

By Chia-Li Chien, Ph.D., CFP®, PMP®, CPBCBlogAsian-American Families, Chia-Li Chien, Customers’ needs transform business practices. Wal-Mart, exit strategy, filial piety, financial planning, financial planning and analysis, FP&A, Indiana, Multi-Generational, Muncie, part-time CFO, retirement income planning, selling business, Show Me The Money, small business, Succession Strategy, Value Growth Institute, Work toward Reward0 Comments

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.

January 4, 2016

By Chia-Li Chien, Ph.D., CFP®, PMP®, CPBCBlogAsian-American Families, Chia-Li Chien, exit strategy, filial piety, financial planning, financial planning and analysis, FP&A, Indiana, Multi-Generational, Muncie, part-time CFO, retirement income planning, selling business, Show Me The Money, small business, Succession Strategy, Value Growth Institute, Work toward Reward0 Comments

Tag - retirement income planning

January 2024

Revolutionizing Retirement: A Holistic Approach to Financial Planning

October 2016

Coping with the Costs of College

Recognize Behavioral Signs before Your Emotions Take over in Making Strategic Financial Decisions

March 2016

Managing Major Business Change

February 2016

Changing business practices to reflect new market realities

January 2016

Utilizing key C2B trends to help your business evolve