by Marilou Davido | Jun 24, 2022 | Resources
Solo 401(k) Plan Who it’s for: Owner-only business with no employees. Key features: All the benefits of a traditional 401(k) Contribution limit is $61,000 in 2022* Easy to administer SEP-IRA Who it’s for: Owner-only business or those with just a few...
by Marilou Davido | Jun 22, 2022 | Resources
By Mike Smith Having the appropriate insurance on a business partner or a key employee in the office, can play an important role in having a successful financial plan for your business. If you own or co-own a business, here are a few items to consider: Is your...
by Marilou Davido | Jun 3, 2022 | Resources
Can a special needs trust purchase life insurance?Special needs trusts don’t typically buy life insurance policies. However, a trust is often the beneficiary of a policy. Parents set up a trust to hold assets and help pay for their child’s lifetime care...
by Marilou Davido | Jun 2, 2022 | Resources
Employer-Sponsored Health Insurance Employer health insurance is chosen by your employer. Your employer does the research, chooses the insurance company, and selects your plan options. Typically, your employer shares the cost of your premiums, which is the money you...
by Marilou Davido | May 18, 2022 | Resources
Stock market crashes produce a considerable amount of alarm because they are unexpected. Trying to predict and time the next crash is rather futile. Investment diversification has historically been proven to help weather the market’s inevitable ups and downs; helping...
