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As baby boomers retire, Main Street could face a tsunami of change

Geri Lavrov | Getty Images Baby boomer business owners, retiring in record numbers, are fueling a dramatic paradigm shift on Main Street, and many are at a crossroads, trying to figure out if they should sell their business or pass it along to a successor. Boomers own 2.34 million small businesses in the United States, … Read more…

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Financial advisors hire young talent for their business to thrive

Jordan Siemens | Getty Images When Tara Unverzagt started her own financial planning firm, South Bay Financial Partners, in 2014, she already had a head start. That’s because Unverzagt’s mother, Janet Tussing — one of the first female certified financial planners — was retiring and passed along her book of business. Those clients ranged from … Read more…