Most of us understand that stashing money in a savings account at your local bank isn’t the best way to...
“Do I need a financial advisor?” You may be wondering this. Make no mistake: financial advisors are not reserved only for the...
Figuring out which type of retirement plan to offer your employees is not as simple as choosing a 401(k) and calling it...
A defined benefit plan — also known as pension plans or qualified-benefit plans — is one of the oldest retirement plan...
What is key person insurance? Key person insurance — also called key man insurance, key woman insurance, or business life...
What is a pooled employer plan (PEP)? A PEP is a defined contribution plan for retirement, but rather than the...
What is estate planning? Estate planning is the process of determining how your estate will be allocated once you die...
Before we jump into using your HSA as a tool for retirement, let’s cover the basics of what a health...
There will always be demand for housing. Unlike other expenses, which consumers can adjust accordingly, people will always need a...
What is a buy-sell agreement? A buy-sell agreement, much like a will, is a contract that stipulates how members of...
