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    1. Solo 401(k) vs. SEP: Which is Best for Biz Owners?
      Small business owners have several options to choose from when it comes to retirement planning. Traditional or Roth IRAs can provide a good start to saving for retirement, but successful business owners often need a plan that allows them to defer much larger amounts on an annual basis. SEP-IRAs were introduced as a way
    2. Want To Reopen Your Company? Read This First
      As businesses around the country once again open their doors, many leaders, employees, customers, and communities are asking themselves the same question: How can we reopen safely and successfully? First, it should go without saying: Businesses should only reopen if they can enact safety measures such as socially-dista
    3. Can corporate well-being programs really help employees get healthy and reduce health care expenses?
      We've all heard the adage, "No two snowflakes are alike." This rings true even for well-being programs and is a critical factor to consider when deciding what type of program is right for your employees. Every person is on a different journey to better health and well-being, and this is why generalized and oversimplifi
    4. The Psychology of Spending in Retirement: Why You Might Hoard Instead of Enjoy
      Why is it so hard to enjoy the money you’ve saved for decades?
    5. 3 Ways Your Credit Card Protects You From Identity Theft
      Did you know that your credit card can help keep your identity from being stolen? Read on to find out how
    6. Tips for Optimizing Your Investments Amid Inflation
      While higher inflation can be worrying, a modest amount of inflation can encourage spending, borrowing and lending, which in turn keep the economy
    7. 3 Ways to Save on Insurance in 2024
      Paying for insurance can be expensive -- especially in today's environment. In fact, the cost of a homeowners policy has
    8. 3 Tips for Investing in Your 50s
      The years in your 50s are pivotal ages on the road to retirement. At this stage of life, you may be making plans for how you'll spend your senior years and when you'll close out your career. You might also be grappling with college tuition payments for your children or other expenses that eat up a lot of your income. T
    9. 4 Things to Know: An Expert’s Guide to Preparing for Homeownership
      These days, it’s hard to keep up on interest rate news. That often means it can be tough to tell how a fluctuating market could play into your bigger plans, like buying a home.
    10. An Estate Plan For Every Stage Of Life
      There are many common misconceptions surrounding the topic of estate planning. For example, many people believe that estate planning just means having a will. Others think that estate planning is only a concern for retirees or those over age 55. Unfortunately, these misunderstandings can be incredibly harmful to your l