Thought Leadership

We want to provide thought leadership around the issues that are most important to you in your planning. As a result, we will periodically post white papers that address things you should be thinking about on a topic both from our own experience advising clients and from empirical research.
Family Enterprise Succession - Resilience Wealth Advisors
​Family businesses drive our economy. Yet they face unique challenges in thriving and transitioning. It takes a significant amount of planning, well in advance, to ensure the successful transition of a business. In this white paper, Dr. Coffman reviews his original research around things family business owners should be focused on and the questions that need to be answered to ensure their business interests and wealth thrive for another generation.”
The Ultimate Retirement Guide - Resilience Wealth Advisors
Retirement planning can be an emotionally exhausting, yet exhilarating task. It takes a significant amount of work to plan, and mistakes or omissions cannot be undone once you formally retire. The Ultimate Retirement Guide provides a summary of the 20 things you need to do before formally retiring.