“The more that you read, the more things you will know. The more that you learn, the more places you’ll go.” ― Dr. Seuss, I Can Read With My Eyes Shut! “Reading is essential for those who seek to rise above the ordinary.” – Jim…
Read More
Archives for August 2021
Financial Planner: 5 Types of People Who Would Benefit Most
Financial Planners can benefit most people. But there are 5 types of people who would benefit most from a financial planner. Let’s take a closer look. “Time is more valuable than money. You can get more money but you cannot get more time” -Jim Rohn…
Read More
SEP vs. SIMPLE IRA for My Small Business?
SEP vs. SIMPLE IRA for you small business? Wondering what you should do? Let’s take a closer look at options. As a business owner, you may be searching for retirement plan options that benefit both you and your employees… all while avoiding burdensome costs and…
Read More
How Much is My Business Worth?
If you find yourself asking the question “How much is my business worth?” Then let’s talk about a few important factors. In my 20 years in financial services, I have spoken to hundreds, perhaps even thousands of business owners. In many of those scenarios the…
Read More
Should I Set Up A Traditional 401(k) For My Business?
Common question I hear is “should I set up a traditional 401(k) for my business? Business owners who are considering a retirement plan for their business have many options. While a traditional 401(k) is a well-known choice for business owners, there are many cases where…
Read More
