Financial and Insurance Strategies

Month: August 2023

27Aug

10 Ways Small Business Owners Can Potentially Reduce Their Tax Bill and Protect Business Assets.

Owning a small business is an exciting venture, but it also comes with a multitude of responsibilities. Amidst the daily hustle of running your business,…

26Aug

Consulting

Crafting Your Financial Freedom: A Guide to Creating a Retirement Income Plan in 14 Steps

Putting together a comprehensive plan for retirement income planning is akin to crafting a tailored roadmap for the golden years. It involves a meticulous integration…

24Aug

Bussiness man listens to the phone happily

Business

Cash Balance Plans for Small Businesses

For Owners of Highly Profitable Small Businesses, a Cash Balance + 401(k) Plan Offers the Highest Contributions and Tax Savings. As professional practices and small…