As a small business owner it is important to have a retirement plan in place well before deciding to retire. This is because, in most cases, your major asset is your business. Planning ahead will ensure you have sufficient funds to maintain your lifestyle in… Read More >>
Archives for April 2015
‘PERMA’ is an acronym that describes five conditions that positive psychologists say will lead to ‘authentic happiness’ at any age. Think of PERMA as the values that you should have that result in a happy retirement. Positive emotion We know that optimists do better in… Read More >>
All bases covered, smooth transition first generation to next for Lockyer Valley ag-business thanks to OBT Financial Group.
We advised a client “David” (53), owner/operator of a successful business providing professional services to the building and construction industry. David had started thinking about retiring and believed all it would take is not getting out of bed to go to work. Until he spoke… Read More >>