Get Your Copy of Our Legacy Planning Guide!
The fourth quarter is crucial for reflecting on the progress of your legacy plan, and setting priorities for the following year. Have you achieved many of your goals this year, or do you have gaps? Use this nine-point Aurora Legacy Planning Checklist to assess your progress and set an action plan for the coming year.
A 401(k) plan offers several benefits that can help you save for retirement effectively. Tax advantages, employer matching up to a certain percentage, compounding investment returns, just to name a few.
Investors should regularly review their plans for maintaining values, assets, and legacy through generations. We’ve created quarterly checklists to help prioritize your goals and actions. Review this downloadable Autumn checklist.
Missed our webinar? Discover how legacy planning may secure your family’s future and ensure that your values endure. Learn key insights and practical advice from Aurora Investment Counsel. Read more now!
Are you selling your business? Many business owners fail to plan for life during and after the sale. We’ve created a 14-point checklist of issues and situations to avoid.