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Blog

Bill Horn | Jun 16, 2026

Business Succession Planning: Built to Last vs. Built to Transfer

Finance
Retirement
Estate Planning
Family
Investments

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.

Then comes a quieter assumption

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Two people in an office working together at a laptop.
Retirement & Benefit Partners | Apr 23, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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A business person in an open office working on a laptop.
Retirement & Benefit Partners | Apr 23, 2025

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

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A couple sitting on a couch working on a laptop together.
Retirement & Benefit Partners | Apr 23, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA & SIPC. Other investment advisory services offered through Global Retirement Partners, LLC dba Retirement & Benefit Partners, an SEC registered investment advisor and separate entity from LPL Financial. 

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