by Rockmoor Wealth | Blog, Business Owners, Estate Planning, Family, Life Insurance
Succession Planning for Business Owners Business owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should a...
by Rockmoor Wealth | Blog, Estate Planning, Family, Individuals, retirees
An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals. Why work with a Financial Advisor? Worry less about money and gain...
by Rockmoor Wealth | Blog, Business Owners, Estate Planning
Business owners can be extremely busy… they’re running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for business owners to consider at some point in their career. These important...