by Robert Bartley | Nov 3, 2020 | Financial Planning, Retirement
Signed into law late last year, the SECURE Act aims to incentivize small businesses to offer tax-advantaged retirement plans and workers to sign up for them. An acronym for ‘Setting Every Community Up for Retirement Enhancement’, the SECURE Act not only makes it...
by Robert Bartley | Oct 19, 2020 | Financial Planning, Retirement
While there are many advantages to offering a small business retirement plan, only about 45 percent of companies with fewer than 50 employees offer an employer-sponsored retirement plan. That is in contrast to businesses that employ 100 or more workers, in which 90...
by Robert Bartley | Oct 5, 2020 | Financial Planning, Retirement
First, I want to be clear that these small business retirement plans are available to all types of business structures, whether you have a sole-proprietorship, S or C Corporation, LLC taxed as a corporation or partnership, or a partnership. However, just because these...
by Joanne Tackes | Jan 9, 2020 | Financial Planning, Joanne Tackes, Retirement
Did you know the SECURE Act affects WHEN you’re required to start receiving retirement funds? The end of 2019 saw passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act which, among other things, brings some key changes to Individual...
by Ashley Rousseau | Nov 21, 2019 | Ashley Rousseau, Financial Planning, Retirement
(Hint: Don’t Be Afraid To Think Outside the Box!) Planning for retirement can bring your vision into focus at any age. The real benefit is that it allows you to relax and enjoy TODAY knowing that you are doing what you need to do: you are on track. Sometimes the first...
by Joanne Tackes | Sep 19, 2019 | Financial Planning, Joanne Tackes, Retirement
Do you have a few extra minutes in your day and really want to make them count? Consider these 5 simple money moves worth completing today. 1) Open an online bank account Online bank accounts typically offer higher interest rates than your corner bank, have great...
