PHOENIX — As you plan your financial future, the three-bucket approach has emerged as a strategy that will help manage short-term, medium-term and long-term financial goals. Diversification is a key ...

Leadership strategist and award-winning podcast host Karen Gilhooly has released her latest book, The Three Bucket Leader, presenting a structured framework designed to help executives address ...

The following excerpt is from Mark J. Kohler and Randall A. Luebke’s book The Business Owner’s Guide to Financial Freedom. Buy it now from Amazon | Barnes & Noble | iTunes | IndieBound In order to ...

In today's complex financial landscape with so many variables, assumptions, and unknowns, it’s easy to overwhelm your clients with how you prepare and present your recommendations. This is where The ...

Succession planning is rarely just a technical exercise. For most business owners, it is deeply psychological. Your business is not simply an asset on a balance sheet. It is identity, purpose, ...