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 mind may be how a 401k would benefit you or your employees. Additionally, you may be thinking / wondering how much it would cost or if you can even afford […]
What’s A 401k? Financial Basics For Small Business Owners Read More »
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 don’t have any money left over to save. In today’s blog post, I’ll share with you 5 Easy Ideas To Boost Your Retirement Savings.
5 Easy Ideas To Boost Your Retirement Savings Read More »
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 that you only need to live off of 70% to 80% of your pre-retirement income. But in today’s blog post I will share 3 major reasons why you should plan
Why You Might Spend More, Not Less, in Retirement Read More »
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 will learn about a 5-step process that will help you quickly and easily estimate what you need.
Estimating the Size of Your Retirement Nest Egg Read More »
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 to rollover your 401k and when it’s appropriate to keep your 401k in place.
Should You Rollover Your 401k? Read More »
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 of dollars in tax savings. Many people do itemize but are capped because they make too much money. And if you’re in this camp, maybe you’re wondering what you can
The Ultimate Tax Shelter Read More »
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 people to claim more Social Security income than they would have otherwise. These were known as the File and Suspend Strategy and the Restricted Application Strategy. The File and Suspend
Significant Social Security Changes Read More »
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 here to read an interesting point of view. If you’re new to our blog and wish to remain connected and receive future articles, please sign up for our eContent. Also
Considering Central Bank Influence on Yields Read More »
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 exact. If you know me, you know that I’m not much of a handyman. I often times joke that I get really anxious / angry when in a home improvement
How To Manage Your Finances Read More »
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 with no employees. You are a husband and wife owned company with no employees. You are a 1099 contractor with no employees. Over the past few weeks I have been
SEP IRA vs Solo 401k Read More »
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 first question to ask is: SHOULD YOU EVEN SET UP A SMALL BUSINESS 401K? The answer to this question is “it depends”. Every small business owner has different goals. Maybe
Should You Set Up A Small Business 401k? Read More »
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 their business to provide for their future retirement. I discussed that any number of things could render your business obsolete and that small business owners need to have a back
Should You Invest Outside Your Business? Read More »
