"I learned that courage was not the absence of fear, but the triumph over it. The brave man is not he who does not feel afraid, but he who conquers that fear."Nelson Mandela As the stock market falls in response to the spread of Coronavirus, it can seem incredibly rational to move your 401k and … Read More
Retirement Planning Resources
What Is Your Risk Tolerance If the Market Turns Down?
Recently, the markets seem to just keep going up in value. As of late December, the S&P 500 is up over 25% in 2019 (1) as equity markets enjoy their best year since 2013 (2). But, don’t let this give you false optimism about the future. With every investment: you must be prepared for some kind … Read More
Your Succession Planning Is Vital to Your Business’ Future
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
Financial Topics To Discuss With Aging Parents
A recent study by Transamerica Center suggested that 54% of American retirees admit to not having enough money saved for retirement. Meanwhile, 73% of younger Americans revealed that they had not had a detailed talk about finances with their aging parents. This absence of communication between … Read More
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