Category

Updated for 2021

401(k) PlansBusiness ownersEmployee benefitsRetirement PlanningSecure ActSEP IRASolo 401(k)Updated for 2021

3 Retirement Plans for Small Businesses: How They Compare

What's the best retirement plan for small businesses? Business owners with employees have several options: traditional 401(k) plan, SIMPLE 401(k), SIMPLE IRA, and SEP IRA are the most popular. The best option will depend on factors unique to your business such as budget, employee makeup and funding goals (for yourself,…
January 7, 2020
Employee benefitsFinancial PlanningFinancial Planning for CouplesPensionRetirement PlanningSecure ActUpdated for 2021

Should You Take a Pension or a Lump Sum?

Should You Take a Pension or a Lump Sum? Deciding between a lump sum or receiving pension benefits monthly requires careful planning and consideration. Though your personal situation and circumstance will always be the most important factor in any major financial decision, there are several key considerations to keep in…
December 15, 2019
Employee benefitsFinancial PlanningJob TransitionUpdated for 2021

How Much Are Benefits Worth? Valuing an Employee Benefits Package

How much are your benefits worth? What programs should you participate in? Unfortunately, individuals don't always know they can or should participate and sometimes the complex nature of benefit plans can lead to costly mistakes. To help ensure you're taking advantage of the most significant financial resources your employer offers,…
December 16, 2018