Infographics: 7 Retirement Savings Goals for 2017

Wednesday, December 28

“Goals are like magnets. They’ll attract the things that make them come true.” ~ Tony RobbinsIt’s the end of 2016 and an all new 2017 stands at your door. While enjoying the holidays with your family is an excellent way to begin the New Year, a little financial planning for the year would do no h...


Solo 401k Loan Infographics: A financial resource in need

Tuesday, December 13

The United States of America is a land of small business owners; 28.8 million according to a 2016 SBA report. Small businesses are among the major job providers in the economy, employing 56.8 million people throughout different sectors. However, much like any other industry, they have their fair ...


Infographic: 8 Practices that will ensure a comfortable retirement

Wednesday, November 30

How do you picture your retirement? Plenty of people are afraid of running out of retirement money later in their lives. Whether you have started saving early or late in life, it is possible to retire comfortably with a proper planning. Our team has put together a short Infographic to help you ge...


How to adjust your retirement planning as you age?

Friday, November 18

What do you fear most for your retirement? A 2015 Bankrate.com survey highlighted running out of money in retirement as the biggest fear of 23% of the Americans. While you may or may not share their fear, it is important to adjust your retirement strategy as you age. Our team has put together a s...


Shelter Additional $1,000 With New 2017 Solo 401k Contribution Limits

Tuesday, November 08

"The difference between ordinary and extraordinary is that little extra." ~ Jimmy JohnsonIf you're a player or sports fan, you understand the importance of 'extra' effort. When it comes to your financial lives, that little extra could help you grow your savings exponentially. The good news is tha...


401k Infographics: How does a self-directed Solo 401k work?

Tuesday, November 01

If you’re a self-employed professional or owner-only business, the word ‘Solo 401k’ should resonate with retirement savings. In this post, we’ll find out more about a self-directed Solo 401k plan and how you can open one.What is a self-directed Solo 401 k plan?What is it: A qualified retirement p...