by 3 Planning Group | Asset Allocation, Blog, investment, Investment Planning
When the market is going up, investors frequently develop unrealistic expectations about what kind of long-term yields they can expect from their investments. Before the stock market crash in 2008, investors often saw returns of 15 to 20 percent, and they thought...
by 3 Planning Group | Asset Allocation, Blog, investment, Investment Planning
You’ve likely heard of online services that offer DIY investing where technology and algorithms make all the decisions. And you may have wondered – is it worth hiring a financial advisor when you can save on fees with a DIY approach? We’ll explain the primary...
by 3 Planning Group | Blog, Business Owners
Getting into the world of business is a meticulous task, but so is getting out of it Whether you’ve just hit the ground running on your business or if you’ve been at it for a long time, there is no better time to plan your exit strategy than now. Although the...
by 3 Planning Group | 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 3 Planning Group | 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...
