Many small business owners are unaware that there are qualified retirement plans tailor-made for one-person enterprises, professional practices, and entrepreneurs with new start-ups. Here are a few of Continue Reading
You Maxed Out Your 401(k)? Congratulations! (But Now What?)
A 401(k) is a great way to save for retirement, especially if your employer matches your contributions. As you know, however, the federal government limits people to $18,000 per year (or $24,000 per Continue Reading
3 Questions to Ask as You Do a Financial Review
In last week’s blog, How Often Should I Review My Investments?, we discussed that the best strategy is reviewing your investments no more than twice per year. But in addition to determining if your Continue Reading
How Often Should I Review My Investments?
At the beginning of any conversation about investments, we like to note that there’s no such thing as a one-size-fits-all asset allocation, nor any magic numbers of how much or how little you should Continue Reading
