Bobby had been working a corporate job for the past 20 years. He had saved about $500,000 in his 401k. His consistent contributions and company match grew aggressively since they had been invested in some stocks that a friend suggested. Life was grand! Business was booming! He just bought a new sports car and was […]
The first webpage went live in 1991 – today, you can hold all of the internet in the palm of your hand. Cars have been around for 130 years, but today you have electric cars that practically drive themselves. With all of these drastic changes in technology, how are all the questions about retirement still […]
Marriage, kids and buying a house, we help make that reality picture perfect. When people think of marriage, they think about basic financial aspects like how each spends money and budgets. Most don’t stop to think about all of the financial aspects that affect newlyweds. Does one spouse have a spotty credit history? What about […]
It’s never too early to start financial planning for your child’s future. If you have or are planning on having children, there are 4 main categories people fall into when it comes to college education funding. I need to save a little bit every month for these next years so that my child has college […]
Let’s get down to business: Want to save more money pre-tax? Attract and retain great employees? Ensure other companies’ benefit packages don’t poach your workforce? What about healthcare coverage for your group? Is it better than individual coverage? Will it provide more loyalty from your current employees? Are there tax advantages to providing it? Is […]