In a significant update for small business retirement planning, the IRS now allows employers to terminate a SIMPLE IRA mid-year...
Curious about what it’s like to work with Landmark Financial? We have a six-phase process that we walk all of...
Is your private company considering offering employee stock options? Employee stock options can be a way to share the successes...
Like it or not, it’s officially tax season – the time of year when millions of taxpayers are gathering documents...
Revocable vs. Irrevocable Trusts A trust can either be revocable or irrevocable. What’s the difference? Revocable trusts (also called “revocable...
Are you a business owner in charge of selecting and providing a retirement plan for your employees (even if you’re...
Divorce is not a pleasant topic, and no one goes into marriage with plans for its dissolution. But if you...
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...
