Succession planning

• Views My Plan B for retiring as an adviser

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

  February 5

  

  Carolyn McClanahan

  Director of Planning

  Life Planning Partners
• Views The biggest trap of business planning? Failing to write and share your plan

  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.

  January 23

  

  Wendy Keneipp

  Partner

  Q4intelligence
• Retirement scan

  Should my wife file for Social Security retirement benefits now or delay till 70?

  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.

  By Lee Conrad

  May 2

  
• Succession planning

  5 succession planning systems to watch

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

  By Nick Otto

  December 5