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...
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,...
Having a financial plan for the post-retirement years is everyone’s dream. With a long-term personal financial strategy, you can live comfortably and avoid financial issues during retirement. The thing is, no one really knows what those latter years hold until...
