Cobalt Guard Advisors

Does your business have a succession strategy? As CNBC notes, every business needs to have one:

Why not having a succession plan can derail your business — and put your legacy at risk Having a solid succession plan in place is crucial to ensure a seamless transition of ownership, especially when faced with the unexpected. In fact, this exit strategy should begin as early as day one. According to Rocket Lawyer, however, 72% of companies don't have one. Here are some tips to get st...

Online purchases may change the housing market. MarketWatch takes a closer look:

This new trend in house selling could cast a cloud over America’s property market ‘With these types of transactions gaining market share, it reduces the accuracy and usefulness of data that is based on traditional multiple listing service...

Could you pay for your retirement by selling your house? As MarketWatch notes, that idea may not be realistic:

Planning to sell your house to fund your retirement? Think again Seniors looking to unload real estate face headwinds

Men are more likely to have life insurance than women. Forbes examines this life insurance gender gap @

Yes, There Is A Life Insurance Gender Gap There is a life insurance gender gap, but what can be done about it?

AIThority examines how businesses can use technology to improve the customer experience:

10 Best Ways to Improve the Guest Experience For Your Business A guest experience should be a unique one. It should be tailored to needs of this particular person so that he feels compelled to return to your business.

2019 saw a record number of female-founded businesses valued at over $1 billion. Fox Business has the inside scoop on these “unicorns”:

Female-founded unicorns set a record in 2019: Report More startups founded by women hit $1 billion in valuation this year than ever before.

MarketWatch discusses loneliness as we age:

Once you hit this age, you’re far more likely to feel lonely 4 risk factors that can predict if you’ll be lonely as you get older

This article at AOL.com lists 5 ideas to boost the tax refund you could potentially receive in 2020: https://aol.it/2OFmNBR

News, Sports, Weather, Entertainment, Local & Lifestyle - AOL Discover the latest breaking news in the U.S. and around the world — politics, weather, entertainment, lifestyle, finance, sports and much more.

How do you prioritize saving for retirement when you have student loans? CNBC looks at this challenge @

If I have student loans to pay off, should I also save for retirement? Here's what experts say Americans who still owe on their student loans may wonder whether they should also be trying to save for retirement. Here's what financial experts say.

Fall is here, and as CNBC notes, this is the time to get ready for required minimum distributions (RMDs):

How retirees can make required minimum distributions pain free It's that time again, when individuals over age 70½ and those with inherited retirement accounts have to take out their annual required minimum distributions. Here's the missteps to avoid so that you're not faced with a tax penalty.

The I.R.S. has raised the yearly contribution limits on retirement plans for 2020. Forbes has the details @

IRS Announces Higher 2020 Retirement Plan Contribution Limits For 401(k)s And More You can save $19,500 in your 401(k), plus another $6,500 if you’re 50 or older, for 2020.

Some retirees downsize their living quarters, but others buck the trend and upsize. Next Avenue examines why @

Upsizing in Retirement Why some boomers are upsizing and going against the grain