5 Steps to Budgeting
5 Steps to Budgeting As a Fee Only CFP®, I help guide families with aspects of their financial life such as Retirement or College Funding. What I have found is most people don’t know where their money goes and with a little help in understanding of how to track and...
Small Business Retirement Plans— SIMPLE, SEP-IRA and SOLO 401(k)
Small companies shouldn’t forgo retirement savings just because a 401(k) plan can be expensive to set up and maintain. There are options specifically for smaller businesses: a Savings Incentive Match Plan for Employees (SIMPLE) plan, a Simplified...
How Do You Create a Retirement “Paycheck?”
How Do You Create a Retirement “Paycheck?” There’s one question we hear most often from those nearing retirement, is some variation on this: “How do I get my money out of my retirement plan and into my checking account?” The question is not as simple as it...
