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Putting Retirement Strategies to Work

Putting Retirement Strategies to Work: Is Your Client Doing a 401(k)? – Part II

August 1, 2022

Small business owners often don’t have a retirement plan – for their employees or, more importantly, for themselves. Often, they are too busy running their

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safe harbor plans

Is a Safe Harbor 401(k) Plan in Your Client’s Future?

July 26, 2022

Now is the time to act if they want to defer for 2022! Business owners are always on the lookout for ways to save money.

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EARN Act

Senate Finance Committee Passes EARN Act

June 24, 2022

On June 22, 2022, the Senate Finance Committee reported out the Enhancing American Retirement Now (EARN) Act by a vote of 28 – 0.  The

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Retirement Plans - Business Owner 401(k)

Is Your Client Doing a 401(k)? – Part 1

June 21, 2022

Owners of small businesses are a special type of person – ambitious, goal-oriented, enthusiastic, and likable. They also are experts at stretching a buck –

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student loan debt and secure 2.0

How Secure 2.0 Will Help Pay Off Your Student Loans

May 18, 2022

The cost of college has gradually gone up over the past 30 years. And as college tuition has risen, so too has student loan debt.

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state-run retirement plans

All Hands-On Deck Part II – Alternatives to the State-Run IRA Programs

May 9, 2022

It seems that we Americans would rather spend than save, especially since almost 60% of us don’t have a retirement plan according to a 2019

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State Run Retirement Plans

All Hands On Deck – States Join the Struggle to Bridge the Savings Gap

April 21, 2022

About half of private-sector employees in the United States – over 55 million Americans, many working for small businesses (those with fewer than 100 employees)

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will and life insurance

More Than 40% of Adults in the U.S. Don’t Have a Will

April 14, 2022

More than 40% of adults in the U.S. don’t have a will. And if you are one of the 40%, that’s ok.  Keep reading to

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it's not too late to establish a 401(k) plan

It’s Hardly Ever Too Late to Establish a 401(k) Plan

April 6, 2022

It’s April and tax season is in full swing. Why not establish a profit-sharing plan or other qualified retirement plan? But it’s too late for

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House Passes Secure Act 2.0

House Passes Secure Act 2.0

March 31, 2022

On March 29, 2022, the House of Representatives, by a vote of 414 – 5, passed the Securing a Strong Retirement Act of 2022 (H.R.

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