Archive for January 2019
Are Qualified Retirement Plans a Bad Deal for Business Owners?
I recently met with two owners of a manufacturing business, who were each contributing approximately $30,000 into their company’s 401(k) plan. They indicated one of the main reasons for setting…Read More
Protecting your Most Valuable Asset
For those who are working full time trying to accumulate wealth, their ability to work and make money is often their most valuable asset. For instance, someone who is 35…Read More
Should you do a partial Roth IRA conversion?
Almost everyone who I meet with has at least some money in an Individual Retirement Account. Conventional wisdom encourages people to save as much as they can into retirement accounts…Read More
At the beginning of each year, many people resolve to change their lives for the better. To those who are looking to improve their financial situation, please find some useful…Read More