Executive Summary After decades of building a career and expertise, the idea of owning a business in retirement appeals to many professionals who aren’t ready for traditional retirement. Keith Demetriades explains why the skills that make someone capable of running a business can work against them when buying one, introduces the four-part Fit Test that […]

Are you sick of work? Tired of the grind? Have you accomplished everything you’ve ever hoped to accomplish professionally, and the mountaintop has become a plateau? Is your business changing, and you’re not interested in changing with it? These are all common reasons that seniors decide to retire from their jobs. But if you’re too […]

Executive Summary If you’re within ten years of retirement and your financial life feels more complicated rather than less, there’s a reason. Keith Demetriades calls it the Collision Window: the period where life stage costs, bucket list spending, and retirement funding all compete for the same dollars at the same time. He explains why this […]

Planning the best family vacation isn’t about hitting the trendiest destinations, experiencing the biggest thrills, or spending the most money on the most lavish accommodations. No, the best vacations are the ones that create the most lasting memories of you and your loved ones spending meaningful time together. Which will only happen if your vacation […]