Jim Kohles: Transitioning from CEO to Retiree: Why You Need a 5-Year Plan

3 Steps You Can Take Now to Realize Your Goals Today’s 50-something CEOs tend to have vague dreams of  more fishing, traveling or sailing  when they retire, but they don’t know when that might be so they haven’t begun planning for it. ...

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Will Your Beneficiaries Beat the Odds?

Tips for Helping Your Family Survive the ‘3 Generations’ Rule Two-thirds of baby boomers will inherit a total $7.6 trillion in their lifetimes, according to the Boston College Center for Retirement Research -- that’s $1.7 trillion more tha...

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