Financial Blog Posts
Posted December 23, 2021
If you find yourself working for a smaller employer, there’s a chance that your employer does not offer a robust benefits package. The lack of benefits might leave you wondering how you are supposed to save for retirement without a 401(k). It’s essential to understand what a 401(k) is to know why they have become […]
Posted December 23, 2021
As a business owner, and that’s what you are as a solopreneur or 1099 contractor, the world is your oyster when selecting the best retirement plan for yourself. It is essential to understand that you are not limited to the $6k IRA contribution. You can defer up to $58k per year into a qualified retirement […]
Posted December 23, 2021
Would you define yourself as a Type-A person? Do you have a plan, a backup plan, and a backup plan for your backup plan? Are you the person people come to when they need something organized, done efficiently, and with every detail covered? If this is you, you’ve likely been thinking about your retirement plan […]
Posted November 24, 2021
“How much does it cost?” This is a question you’ve probably asked many times throughout your life and will continue to ask, especially as you plan for retirement. How much money will you need to retire comfortably? What can you do now to start saving for retirement? If you want to retire early, how will […]
Posted November 24, 2021
Change. It’s a necessary evil. Let’s face it, we are creatures of habit, and when that habit gets disrupted, it can take some time to adjust. Even the good things in life require adjustments. Think of some examples from your own life, maybe when you first went off to college, got married, had your first […]
Posted October 28, 2021
It’s here— the season of giving. We see it all around us— people are giving gifts, holiday cards, spare change, generous tips, and year-end donations everywhere we look. The generosity is contagious and may spur you to donate or give a significant gift to a person or organization that is near and dear to your […]
Posted October 28, 2021
We’ve been navigating an unknown world, adapting to new normals, and facing unexpected challenges for nearly two years. The latest challenge and unprecedented circumstance for business owners are what many are calling The Great Resignation. In August, 4.3 million American workers quit their jobs (Source: NPR). Anthony Klotz, an organizational psychologist at Texas A&M University, […]
Posted September 29, 2021
During the open enrollment plan that runs from November 1, 2021, to January 15, 2022, many will consider whether enrolling in long-term disability is the right move. Nearly 110 million Americans did not have long-term disability insurance in 2021. At the same time, only 48% of Americans say they had enough savings to cover three […]
Posted September 29, 2021
The leaves are changing, temperatures are dropping, pumpkin-flavored everything is everywhere, and the candy is lining the shelves— this can only mean one thing- open enrollment is just around the corner. Okay, maybe that’s not what your primary focus has been on with this change of season, but it is something you should be aware […]
Posted August 27, 2021
The 4 Cs of Business Valuation You’ve worked for years to build your business from the ground up. You’ve spent sleepless nights working to ensure that you can create a legacy for your family and also provide a stable job for the employees who have become like family. Now, you’re beginning to approach retirement and […]