As a small business owner it is logical to think that your business will provide for you in retirement. While that may be the case, it’s not a good idea to put all your eggs in that one possibility.
Retirement Tips for Small Business Owners Read More »
On Friday, March 27th, President Trump signed into law the historic $2 trillion stimulus bill (aka The CARES Act – Coronavirus Aid, Relief, and Economic Security Act). Below are highlights of this bill and how it affects everyone, including small business owners and retirees. 1. STIMULUS PAYMENTS: Individuals whose adjusted gross income (AGI) in 2019 (2018 numbers
Summary of CARES Act Stimulus Bill Read More »
In today’s video blog post, you’ll learn 3 important reasons your small business needs a 401(k). These reasons all revolve around benefits received by the owner(s), the business itself, and the employees. If you’ve been thinking about starting a 401(k) plan or even if you already have one, you’ll find benefit in watching this short
(VIDEO) 3 Reasons Your Small Business Needs a 401(k) Read More »
Whether you are looking to add a 401k plan for your employees or you already have one in place, there are some important things to consider. In today’s blog post, you will learn about 4 questions that you need to answer when choosing a 401k plan for the first time or managing an existing one.
4 Considerations When Choosing a 401k For Your Business Read More »
You’ve likely heard of what a 401k is, but exactly what does this mean for you as a small business owner? One question on your mind may be how a 401k would benefit you or your employees. Additionally, you may be thinking / wondering how much it would cost or if you can even afford
What’s A 401k? Financial Basics For Small Business Owners Read More »
by Dimensional Fund Advisors January 2016 saw the worst start to the year for the S&P 500 in history, while the Chinese equity market experienced a decline in prices as well as continued volatility and a decline in oil prices coincided with a decline in stock prices. These events provide an opportunity to examine several
Volatility, China, and Oil Read More »
If you are eligible to but are not taking advantage of itemized deductions on your tax return, then you could be missing out on thousands of dollars in tax savings. Many people do itemize but are capped because they make too much money. And if you’re in this camp, maybe you’re wondering what you can
The Ultimate Tax Shelter Read More »
There has been a downward spiral in the stock market in the last couple months and people are concerned. Could it have something to do with China? Are there other factors? As an investor what should you do? Check out the video to see my take on the recent volatility. Brad E.S. Tinnon CERTIFIED FINANCIAL PLANNER™
(VIDEO) Volatility in the Stock Market Read More »
The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions go awry. But there are ways around that. Ten Predictions to Count On by Jim Parker of DFA Australia Limited shows us
2016: 10 Predictions to Count On Read More »
Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth? Some people treat investment the same way. We found an informative article that addresses this. Please read Unhealthy Attachments here. If you’re new to our blog and wish to remain connected
Unhealthy Attachments Read More »
Should you make investment decisions based on what you think the Fed will do? Is the Fed “really” trying to keep interest rates low? Click here to read an interesting point of view. If you’re new to our blog and wish to remain connected and receive future articles, please sign up for our eContent. Also
Considering Central Bank Influence on Yields Read More »
The SEC (Security and Exchange Commission) recently issued an Investor Alert to provide investors with important steps to take regarding their investment accounts should they become victims of identity theft or a data breach. Our goal as a planning firm is to provide you with tools and resources to stay on top of issues and
Identity Theft SEC Alert Read More »
