The head of a large non-profit was nearing retirement and realized the seriousness of the moment. He really wanted to be clear on their financial future and was willing to keep working full time if needed. However, for some personal reasons, retirement at the end of the year was the desire for both him and his wife.
Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!
2025 has simply been boring and status quo, right? There’s not much going on in the world or in the headlines. Not! We...
