What’s A 401k? Financial Basics For Small Business Owners
You’ve likely heard of what a 401k is, but exactly what does this mean for you as a small business owner? One question on your
March 7, 2018
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Category: Retirement
5 Easy Ideas To Boost Your Retirement Savings
Perhaps you’re doing a good job with saving towards retirement, but you feel like you should be doing more. The only problem is that you
February 21, 2018
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Why You Might Spend More, Not Less, in Retirement
If you were to do a quick Google search on the “cost of retirement”, you wouldn’t have to look very far to find people say
February 7, 2018
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Estimating the Size of Your Retirement Nest Egg
How much money do you actually need for your retirement nest egg? While there are many factors that go into retirement, in this post you
January 24, 2018
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Should You Rollover Your 401k?
If you’ve left your job or simply just have an opportunity, should you rollover your 401k? In this blog post, I outline when it’s appropriate
August 30, 2017
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The Ultimate Tax Shelter
If you are eligible to but are not taking advantage of itemized deductions on your tax return, then you could be missing out on thousands
January 29, 2016
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Significant Social Security Changes
Last week, President Obama signed a budget bill that included significant changes to Social Security. There were essentially two loopholes in the system that allowed
November 10, 2015
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Considering Central Bank Influence on Yields
Should you make investment decisions based on what you think the Fed will do? Is the Fed “really” trying to keep interest rates low? Click
October 6, 2015
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How To Manage Your Finances
Last year we remodeled our house to get it ready to sell. It took us a lot longer than we thought. 2 ½ months to be
January 12, 2015
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SEP IRA vs Solo 401k
If you can relate to any of the following scenarios then this blog post is for you: You are a one (or multiple) owner company
January 12, 2015
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Should You Set Up A Small Business 401k?
401k plans are a great tool for small business owners to achieve their retirement goals. But let’s not put the cart before the horse. The
January 9, 2015
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Should You Invest Outside Your Business?
A while back, I wrote a blog titled Retirement Tips for Small Business Owners. One aspect of that blog revolved around business owners depending on
January 9, 2015
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