What Does Your Small Business’ Future Look Like? As a small business owner, you have spent an immeasurable amount of time and energy to create a profitable, healthy enterprise that will last for years. But, have you specifically considered the future of your business without you? Whether retirement …  Read More
Business Financial Services Resources
Every Small Business Should Offer a 401(k) Plan
For the average Small Business Owner (SBO), the thought of offering a 401(k) plan is almost always low on the daily priority checklist. At the top of the priority list is growing the business’s top line and bottom line. Yet offering employees an employer-sponsored retirement plan is a great tool for …  Read More
Introducing Our Family and Finances Blog Series
You already know the basics of personal finance: spend less money than you earn, save the rest. Once you’ve got that covered, it really comes down to how you balance your financial goals. Do you pay off your student loans early or save more toward your retirement? Add in the complexifier of a spouse …  Read More
Which Retirement Plan is Right for Your Business?
If you own a small business, there are many retirement plan alternatives available to help you and your eligible employees with retirement planning. For most closely-held business owners, a Simplified Employee Pension Individual Retirement Account (SEP IRA) was once the most cost-effective choice. …  Read More
Should you accept your company’s buyout offer?
If you are in a position where your company is offering you a buyout offer, the decision can be a tough one to make. This is something that more and more people have to contend with and is not a simple decision. The biggest obstacle that most people are facing is in regards to their …  Read More