Monthly Archives: January 2017

25 01, 2017

Employer Sponsored Retirement Plan Basics

By |2020-09-30T10:00:16-07:00January 25th, 2017|Advisory|0 Comments

The Basics An Employer-Sponsored Retirement Plan is an investment plan that employers offer to their employees as an added benefit. These plans include 401(k)s, 403(b)s, 457(b)s, SARSEPs, and SIMPLE plans. Each plan has different rules and features. But all Employer Sponsored Retirement Plans contain many of the same rules and fundamental characteristics. In this [...]

14 01, 2017

Tax Season Preparation Tips for Small Business Owners

By |2024-06-24T12:54:12-07:00January 14th, 2017|Tax|0 Comments

Tax Season Preparation It is hard to believe it is already 2017! Unfortunately, that means it is tax season. Tax season is stressful and complicated for everyone, but it can be even more so for small business owners. In this article, we will go over some tax season preparation tips for small business owners. [...]

5 01, 2017

Long-Term Care Insurance Basics

By |2024-06-24T12:52:47-07:00January 5th, 2017|Financial|0 Comments

Preparing for Long-Term Care 70% of those over the age of 65 will need some form of Long Term Care during their lifetime. This is compared to a 25% chance that you will be in a car accident or have a house fire. The difference is everyone keeps automotive and homeowner’s insurance to be prepared, [...]

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