Feb 5, 2021 | Money Stress, Retirement Plan, Ryan Berkeley
Valentine’s Day is quickly approaching. February is known as a month of love! One way to jumpstart your holiday is to have healthy conversations with your spouse or significant other around money and finances. Easily said, but harder to do! This article can help you...
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...
