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...

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...

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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Strategic Wealth Design

2190 East Pebble Road, Suite 260
Las Vegas, NV 89123

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategic Wealth Design are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, CT, FL, KY, MO, MT, NV, NM, NY, OR, TN, TX, UT, WA. No offers may be made or accepted from any resident outside the specific states referenced.

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