We increasingly work with younger clients who are offered both a traditional 401(k) and a Roth 401(k) by their employers. They know that investing in either plan is a smart way to lay the foundation for their retirement yet they still often ask “what is the real difference between the two options?” … Read More
4 Ways Your Benefits Package Can Set Your Business Apart
Employee benefits are imperative for attracting and retaining a productive, engaged, and satisfied workforce. After salary, health insurance plays the largest role in the consideration of a job offer, with 54 percent giving it serious consideration. Moreover, approximately half of employees in one … Read More
5 Financial Moves for the Post COVID-19 World
Think back to January 1, 2020. The economy was booming and markets were approaching record highs. Then, the Coronavirus pandemic happened. Many lost their jobs, benefits - or worse. Even if you and your partner have maintained employment and stuck to your investment plans, there are still lessons to … Read More
Is it Time for a Checkup of Your Company’s 401(k) Plan?
As a small business owner, running the business can at times be a bit overwhelming. There is the actual business of what you are doing, but there are also the many details of running a business that need to be addressed. You have to deal with payroll, marketing, employee scheduling, and so much … Read More