Peter Newman, CFAJul 15, 20215 minBusiness OwnersComparing Your Exit OptionsWhich option should you choose to exit your business? Understanding your priorities will help balance the PROS and CONS of your exit plan.
Peter Newman, CFAApr 29, 20213 minESOPIs my ESOP enough to retire?How long your retirement income will last depends on the sources of the income you will have at your disposal.
Peter Newman, CFAApr 15, 20214 minESOPMinimize Risks for ESOP ParticipantsWhile company stock is a good source for saving toward retirement, it should not be your only source.
Peter Newman, CFAApr 8, 20213 minESOPEmployee Wealth Grows with ESOPThe ESOP is designed to benefit employees who remain the longest and contribute the most to an employer’s success.