Too many small businesses skip offering a 401(k). They do this for a wide range of reasons, but more often than not fear is what’s getting in their way. Setting up a 401(k) is intimidating! Business owners who are already …
The word alone is enough to send most self-employed individuals running for the hills. There seems to always be some form of confusion around how to pay your taxes, or what’s expected of you by the IRS, when you’re …
2008-2012 were some tough years across the board. Many people I knew had to downsize, change careers, or experienced wild income fluctuations. The truth is – my family and I went through the same thing. And, honestly, the lessons we …
Are you thinking about adopting a child? That’s wonderful!
Parents thinking about adoption may be very anxious about the financial aspects of the process. I’d like to take some of the mystery out of it, so parents don’t unnecessarily delay …
My core clientele are busy professionals and entrepreneurs. They are ready to get serious about building their financial future, but don’t know where to start, and don’t have time to figure it out.
Being your own boss has a lot of perks. Unfortunately, having a workplace retirement plan and an 401(k) match isn’t one of them. Even if you’re running the business of your dreams and never planning to fully retire, everyone wants …