As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

Having important information and contacts at the ready can help you be prepared in an emergency. Use this list to catalog your most important contacts and account numbers and keep them in a safe place for easy reference when the time comes.

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.