New clients often ask me if their current portfolio has the appropriate amount of diversification. After reviewing their investment statements, in many cases my response is “no”.

It might be difficult to think about what could happen to your financial assets after you pass away. However, it is essential to plan for even the unexpected by creating a will. This will help ensure that your beneficiaries are taken care of in accordance with your wishes.

Whether to continue increasing their retirement income, or to simply fulfill a dream of being a business owner, more and more Baby Boomers are starting businesses in retirement. Here are some questions to ask yourself if you’re also considering this financial move.