Retirement Planning

Your Business Succession Plan Checklist LionsGate Advisors

Your Business Succession Plan Checklist

May 20, 2022
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For many years, you’ve been the captain of your ship. Running your own business hasn’t been easy, and success was never guaranteed. Now that you’re getting closer to retirement, you’ll have to make some big decisions. In order for your business to outlive you, you’ll need to map out a path forward. This means setting […]

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Four Common Retirement Mistakes You Could Be Making LionsGate Advisors

Four Common Retirement Mistakes You Could Be Making

May 16, 2022
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Practice makes perfect, but unfortunately, retirement isn’t something you can practice. It typically happens one time, and there may not be many opportunities to learn from your mistakes. The best way to avoid making mistakes in the first place is to educate yourself and create a plan. Here are some common retirement mistakes you could […]

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Three Unexpected Taxes in Retirement Lions Gate Advisors

Three Unexpected Taxes in Retirement

May 9, 2022
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When we think of major retirement expenses, we often consider housing, healthcare, and that trip of a lifetime we’ve been dreaming about for years. But, we often fail to consider what could potentially be our biggest expense – taxes. Many of your sources of income in retirement are taxable, so don’t overlook these three unexpected […]

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Will You Go Part-Time Before Fully Retiring? Lions Gate Advisors

Will You Go Part-Time Before Fully Retiring?

May 6, 2022
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While many look forward to retirement, it can be a difficult transition when it really comes down to it. Some people don’t know what to do with all of their free time and miss the personal connections that work used to provide. Perhaps that’s why more people are opting to go part-time before fully retiring. […]

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The Retirement Rules Could Change Soon – Have a Response Lionsgate Advisors

The Retirement Rules Could Change Soon – Have a Response

May 2, 2022
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If you have a financial plan in place, you may think you’re set. However, the rules of retirement are always subject to change. We’ve seen new retirement legislation in the last few years and could see more soon. It’s important to understand how you could be affected and think about how you will respond. The […]

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