For many small business owners, their work has been their life and they may not know what to do when the time comes to slow down or leave work altogether. Today Mindy and Nolan discuss how having a succession plan can help relieve these concerns, whether it is selling the business or passing it on to the next generation. It also addresses certain retirement savings tools specifically designed for small business can be put into place for the its employees as well as the owner.
Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
