When we hear the term "investment management" and "wealth management," we may think they are the same. They are not. Instead, they are both needed to complete an effective, comprehensive life and financial plan.
Eventually, you'll leave your small business. As you plan, here are four questions your need to be asking.
Too often, our will/estate plan is written, then forgotten. Yet this should be a "living document;" something that is written, reviewed, and ... when necessary ... revised to reflect any changes that come up.
As a business owner, you understand metrics; what to measure and when to do so. Here's what you need to measure to keep your personal finances on track.
Investment advice offered through IPI Wealth Management, Inc. 226 W. Eldorado St. Decatur, IL 65222. PHONE: 217-425-6340. Clearstone Wealth Management is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.
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