Selling a Business
Richard and his wife Edith owned a small business together, which they had poured decades of their heart and soul into.
More Cash From Retirement
When the question arose, how much money they needed each year, an interesting thing occurred once the Buttonwood team reviewed the tax returns.
He had been the primary earner in the family before he passed away two years ago. They had made a great team and shared much of their life together. However, it was always him who handled most of the investment decisions.