Selling Your Business? Finding the Right Buyer Is Only Half the Battle
If you own a successful service or trade business generating $2 million or more in EBITDA, you may be sitting on one of...
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Recognizing Investment and Tech Support Scams
October is Cybersecurity Awareness Month, and at Prepared Retirement Institute (PRI), we take digital security seriously...
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The Early Retirement Gameplan: A Framework for Building Financial Independence
Financial independence is often equated with selecting the right retirement account, such as a Roth versus a traditional...
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Who’s on Your Exit Team and What Do They Do?
Selling a business takes more than finding the right buyer. It takes the right advisors working together before the deal...
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Insurance: The Part of Your Financial Plan You Hope You’ll Never Need
How thoughtful risk management helps protect the nest egg you’ve built when life doesn’t go according to plan. When...
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The Biggest Financial Blunder Most Mid-Career Professionals Make
One thing we continue to see after performance review season: Some employees receive 3% raises. Others receive 11%. And...
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The Trump Account: Turning $1,000 Into a Long-Term Wealth Strategy
Most people will open this account and leave the most valuable part sitting on the table. Here’s what’s easy to miss...
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Protecting Your Personal Information in a Digital World
Here at PRI, we take your Personal Identifiable Information (PII) seriously. Cybersecurity is also a top priority, which...
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Why Your HSA Might Be the Most Powerful Account You Own
Why Your HSA Might Be the Most Powerful Account You Own In the world of personal finance, Health Savings Accounts (HSAs)...
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Retirement, We Have a Problem: Why 80% of Your Investments in Retirement Accounts Could Spell Trouble
In last month's post, we explored some common limitations of 401(k) plans and other employer-sponsored retirement...
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The 401(k) Trap: What You Need to Know
Executive Summary High Fees and Limited Options Some 401(k) plans offer a limited selection of investment options and...
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A Season of Generosity: Exploring Donor Advised Funds for Charitable Giving
As the holidays approach, this season naturally brings out a unique spirit of generosity. Many individuals begin...
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