Blog
The Solo 401(k)
A retirement investment vehicle designed for small. Do you work for yourself? Then you may want to consider the solo 401(k), which marries a traditional employee retirement savings account to a small-business, profit-sharing plan. To have a solo 401(k), you must...
Group Life for a Growing Business?
Companies adding employee benefits may want to consider it. As companies grow and add employees, they also add employee benefits. Retirement and medical plans can be provided, but what about group life insurance? Group life on the menu? Owner-operators know...
Eldercare Choices in the COVID-19 Era
Exploring your extended care options may be wise at this time. Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1 In addition to health factors, the cost can be an issue. According to...
How Much Do You Really Know About Extended Care?
Separating some eldercare facts from eldercare myths. How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known. For clarification,...
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Making Decisions About Life Insurance
Life insurance choices can be confusing. Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it? We purchase things like health insurance, car insurance and home insurance, then hope we never have a need to use them. Life insurance is...
Keep Your Life Insurance When You Retire
Some good reasons to retain it. Do you need a life insurance policy in retirement? One school of thought says no. The kids are grown, and the need to financially insulate the household against the loss of a breadwinner has passed. If you are thinking about...
Tax Planning for Beginners: 6 Tax Strategies & Concepts to Know
Know your bracket, how key tax ideas work, what records to keep and basic steps to shrink your tax bill. Tina Orem January 2, 2021 Many or all of the products featured here are from our partners who compensate us. This may influence which products we write about and...
A Wise Dentist’s Approach to Money Management
Fill in financial knowledge gaps with expert guidance Bruce Bryen, CPA Despite having sophisticated higher learning and an efficient clinical practice, many dentists wonder where the income has gone that they have worked so hard to produce. Even those dentists with...
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