Succession planning

Retirement savings can stretch further in some states than others, but retirees don't appear to care much about that fact, data shows.

A succession plan is not only for retirement but in the event of premature death, serious illness or incapacity.

This outline will help you through the process of creating a plan for your agency that includes just what you need to make it a successful year.

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

Deep Talent, PeopleQlik and Vibe HCM are among the companies offering applications that track employees and identify staff ready for promotion.

Deep Talent, PeopleQlik and Vibe HCM are among the companies offering applications that track employees and identify staff ready for promotion.

Variables often center on accessing liquidity, maintaining control and preserving a legacy, but there are many more factors to consider, says consultant Bob Coen.