Greg Hall

As a boy, my parents taught me the concept of saving for multiple goals. I had three Tupperware containers for my savings, labeled "Short-term", "Medium-term" and "Long-term". It was a basic system, but it instilled important lifelong lessons.

Fast forward to the present day, and I am now a seasoned financial advisor working with clients who are juggling multiple complex goals with varying timeframes. The business owners I serve may look to balance the funding of today's priorities with developing a solid succession plan and retirement strategy. And my pre-retiree clients find themselves balancing short-term goals as they transition out of...