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Do I really need an Exit Plan?

July 27, 2020 By // by Joe Gitto

Do I really need an Exit Plan? “In this world nothing can be said to be certain, except death and taxes”. This quote has been widely attributed to Benjamin Franklin and has endured for hundreds of years. I would like to add a third certainty to this phrase; “at some point you WILL exit …

Should I stay or can I go?

April 14, 2020 By // by Joe Gitto

We have all heard of the impending silver tsunami. The crashing sound of the baby boomers rushing to the exits to enter the world of retirement. It is estimated that the boomer generation will transfer $25 to $30 TRILLION dollars in wealth over the next 20 years. The greatest generational transfer of wealth in history. …

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