LibraryScenariosWhen business partners disagree on using company assets for retirement
Scenario

When business partners disagree on using company assets for retirement

My business partner wants to use our company's cash reserves as a bridge to retirement, but I think we need to keep that money invested in the business until we can sell it properly. We're both 65 and tired, but we have completely different risk tolerance about whether the business can survive long enough to be worth more later.

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More people experience this than they realize.

What we've seen

Two people must balance immediate financial security against uncertain future gains while their energy for risk-taking diminishes.

Ideas that help explain it
Worth thinking about

“Where Are You with Money in retirement — making it last?”

If this sounds familiar, the Library can help you find the bigger picture.