Three Retirement Focus Points
Three Retirement Focus Points
Joe discusses three focus points to assist plan participants in making the most out of their 401k retirement plan.
How to Help Small Business Owners Prep For a Sale
In How to Help Small Business Owners Prep for a Sale, Mark Palmerino gives four keys to assisting clients looking to retire.
Why Pension Plans Can Make Sense for Dental Practices
While pension plans are considered old fashioned by many, don’t be too quick to dismiss them. For some small business owners, including dentists, pension plans are still a good choice.
Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan
“For some successful small business owners, retirement planning is simple (or so they believe): When they decide to stop working, they’ll merely sell their businesses to the highest bidders, experience huge economic windfalls and everything else will take care of itself. In their minds, the value of their business means they don’t need to plan financially like everyone else.”
Think Personal Disability Insurance Isn’t Important for Dentists? Think Again
No one wants to think about becoming disabled. But think outside yourself. What happens to your family in the event you become disabled and unable to perform your job as a dental professional? Simply put, it’s a good idea to plan. Buy disability insurance.
Top Insurance Strategies For Small Business Owner Clients
As financial advisors, we’ve all encountered small business owner clients who are living the American dream: After years of saving and strategizing, all while working very long hours, their small business is finally starting to take off, and the entrepreneur now serves as the primary or sole breadwinner in his or her household.
