Retirement income planning is the most important process in securing the longevity of your golden years. Without the proper amounts coming in, your ability to maintain a lifestyle, keep life work-optional, and leave a legacy behind is called into question. For these...
Today, I’d like to address an important subject … but first, I have a confession to make. Recently, I had a conversation that made me realize I had been subconsciously assuming that everyone “just knew” how to differentiate a financial advisor from a financial trader,...
Picking the right retirement vehicle can feel overwhelming. Especially as a business owner, with employees counting on you to help protect their financial futures. There’s an abundance of plans to choose from, and each has their own pros and cons. As a firm that...
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...
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...
