Feb 10, 2020 | Money Stress, Retirement Plan, Ryan Berkeley
Money can be a fragile subject. Because of that, starting the conversation around finances with a spouse or significant other can be difficult. Personal finance is one of the most sensitive and (usually) secret areas in our lives. Many times, we have different...
Oct 4, 2016 | Retirement Plan, Ryan Berkeley
As another alternative to the 401(k) plan, a Simplified Employee Pension plan (or SEP for short) can be a very powerful, user-friendly option. This employer-sponsored plan is easy to open and administer and also limits administrative fees and expenses. With these...
Sep 1, 2016 | Retirement Plan, Ryan Berkeley
In reviewing 401(k) plans, it’s apparent that too many times plans come to fruition from a smooth sales pitch rather than careful consideration of needs. It’s no longer surprising to see a 401(k) plan with fewer than 10 participants where substantial costs are passed...
Aug 25, 2016 | Retirement Plan, Ryan Berkeley, Uncategorized
Just starting a plan? Time for a review? Define your purpose. As a small business owner, the decisions you make on a daily basis are important. Your time is important, as is having access to quick, accurate, concise information. Many things must be accounted for, and...
