RESOURCES
What Are My Retirement Options as a Small Business Owner?
Typically, a person receives retirement options for 401(k)s and IRAs through their employer. If you own your own small business, you do not receive that same option without a few...
Spring Cleaning Your Retirement Plan
While you are accomplishing spring cleaning in your house, you may also want to take a look at your retirement plan. Finances need seasonal cleaning too! It is a great time to...
It’s Tax Season. Are You Ready?
Can you believe it is already tax season again? Last year, we saw a huge delay in tax filing and processing due to the coronavirus pandemic. Now, it is time to get a hold on your...
Want to Retire Early in 2021? Read These 3 Tips
If 2020 has shown us anything, it’s that we need to enjoy the time we have with our loved ones. If you have grandchildren you want to be able to see more often or you want to be...
Why Your Business Needs a Succession Plan
Being a business owner has been quite a journey over the past year. We have experienced a whirlwind of events such as the coronavirus pandemic, market fluctuation, and a switch...
End-of-Year Tips for Your Finances
Can you believe the end of the year is already almost here? With an election this year, a pandemic, and time flying by, it is about that time to get your finances ready for the...
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Categories
What Are My Retirement Options as a Small Business Owner?
Typically, a person receives retirement options for 401(k)s and IRAs through their employer. If you own your own small business, you do not receive that same option without a few changes. People who are self employed are fully responsible for their own retirement...
Spring Cleaning Your Retirement Plan
While you are accomplishing spring cleaning in your house, you may also want to take a look at your retirement plan. Finances need seasonal cleaning too! It is a great time to review your savings, check your progress, and set new goals. Periodically looking over your...
It’s Tax Season. Are You Ready?
Can you believe it is already tax season again? Last year, we saw a huge delay in tax filing and processing due to the coronavirus pandemic. Now, it is time to get a hold on your taxes for the 2020 tax year. To learn some tips for filing your taxes this year, keep...
Want to Retire Early in 2021? Read These 3 Tips
If 2020 has shown us anything, it’s that we need to enjoy the time we have with our loved ones. If you have grandchildren you want to be able to see more often or you want to be able to travel more, you may be looking to retire early in 2021. While retiring early is a...