Executives and Entrepreneurs

Those of us who are business owners know that it is essential to plan for the unexpected – say, a pandemic – and also to fund the future, when we are ready to stop working. Investment accounts outside of retirement options allow for more easy distributions from the account. There are also many retirement account options, including IRAs, profit sharing plans and SEPS – Simplified Employee Pension plans. Together we can choose what investments to put in these plans, instead of just a few mutual funds.

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Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

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Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

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