by Mark Shelby | Business Planning
Business owners have a variety of ways to save for their own retirement, and that of their employees. One option is to use a Simplified Employee Pension (SEP), where money is placed inside an Individual Retirement Account (IRA) for all plan participants. This is... 
by Mark Shelby | Business Planning
The 401(k) is one of the most well-known retirement vehicles out there. And as an employee, it’s a fantastic way to take advantage of compounding returns and create a life of financial freedom. But what about on the employer side of things? Unfortunately, that’s where... 
by Mark Shelby | Business Planning
What exactly is succession planning? At a general level, succession planning is the process through which a business readies itself for changes in leadership positions. When done correctly, it allows for the identification and development of individuals to take on,... 
by Mark Shelby | Retirement Planning
If you’re nearing retirement, you’re probably starting to think more seriously about where you would like to retire to? Have you considered Virginia? Many new retirees have and are making the move to one of Virginia’s retirement counties –... 
by Mark Shelby | Investing, Retirement Planning
Individual retirement accounts (IRAs) offer a way to save for retirement. In a general sense, IRAs are dependent on the same basic rule as the retirement account options offered by an employer. IRAs have contribution limits and allow you to withdraw cash without any...