As a small business owner and leader, it’s likely there’s some intersection between how you’re setting up a legacy and protecting your business and how you can wisely manage your personal finances, including income tax planning, risk management, retirement planning and estate planning.

Life planning can boil down to a series of questions about how someone likes to spend their time and what is important, he said. Questions about travel or volunteer work are part of the equation.

The business owner needs to have a great relationship with two or more financial sources so they get to evaluate various options and aren’t limited to just one solution which may not be the best solution for their current situation.

It is understandable that a smart investor can still struggle with retirement planning because the decisions about investing for income, spending and legacy are so different from those of the accumulation years. Here are three things that we have seen smart investors get wrong about retirement.

Employers who aren’t giving their retirement plans as much attention as their health plans could be missing vital benefits when it comes to finding new employees.

Jan Bergen, president and CEO of Penn Medicine Lancaster General Health, announced today that she will retire from the Lancaster-based health system in January.

Here are a few ways that employers can work with their retirement plan provider and adviser to provide resources and help participants through the latest market swings

Many new clients of Lancaster-based Domani Wealth looking for help on their financial or retirement plans bring with them what the financial advisement firm’s CEO calls ‘back of the napkin thoughts.’

On Dec. 20, the Setting Every Community up for Retirement Enhancement, or the SECURE Act, was signed into law. Depending on how you’ve strategized your own plans for retirement, the provisions in this new law may serve to support your plan or they may entirely upend it.

How can individuals proactively guard against volatility to preserve their retirement dreams? Here are a few tips “to keep calm and carry on” to retirement.

Successful investing is only one percent intellectual and 99 percent behavioral. Even if you think you know what you’re doing as an investor—the intellectual part—you still face a huge challenge in the area that matters the most: the behavioral department.

The York Water Co.’s president and CEO, Jeffrey Hines, is retiring after more than a decade of leading the York Township, York County-based water utility.

Throughout the M&A process, executives are hyper-focused on company synergies and big-picture goals. As a result, one very important factor often goes overlooked – the employer’s retirement plans. There are many details to consider when acquiring a company. Understanding the seller’s retirement plan and how it will fit within the current benefit structure is vital to success.

Pennsylvania State Treasurer Joe Torsella and others want a state-run pension plan where employers would be required to participate and employees would be automatically enrolled unless they proactively opt out.

State Treasurer Joe Torsella on Wednesday presented a task force recommendation for Pennsylvania to adopt a state-run auto-IRA program for private-sector workers who lack retirement plans through their employers.