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Jan
08
Market Update: December 2024
Though December had its challenges, both stocks and bonds closed the year with positive returns. Here's a detailed
2 min read
Dec
19
The Changing Landscape of Retirement Plan Fees: Understanding Your Fiduciary Responsibilities
Remember the good old 1980s and the classic TV show G.I. Joe? At the end of each episode, there
5 min read
Aug
11
Submission Complete! Please See Below For Next Steps
Thank you for taking the time to submit your financial plan questionnaire (if you have not completed it yet, you
1 min read
May
12
Why A Safe Harbor 401(k) May Be The Best Tax Savings Idea A Small Business Can Implement
Let’s face it - none of us like paying more than we need to in taxes. If you’re
3 min read
Mar
06
Which Retirement Plan Is Best For My Small Business?
Figure Out Which Retirement Plan Is Best For Your Small Business
One of the most common questions I come across
11 min read
Mar
06
Benchmarking Your 401(k) Doesn't Have To Be Hard...
Free Benchmarking Tool - Click Here
Courts have called ERISA Fiduciary standards “The Highest Standards Known to Law.” According to
2 min read
Mar
06
Take 3 Minutes To Determine Which Retirement Plan Is Best For Your Business
One of the most common questions I come across with clients is “what is the best type of retirement plan
1 min read