Blog

Have you been here: a serious financial hardship has struck your family and you’re in desperate need of funds? Whether it’s a medical expense, avoiding eviction, a burial/funeral expense, or another extremely difficult situation, we have a little bit of good news. Getting a hardship distribution from your 401(k) to help in these times just...Read More

It’s National Waffle Week – and what’s more flexible than a waffle? OK, maybe technically a lot of things. But think about it – waffles are paired with chicken, used as an awesome vehicle for breakfast sandwiches, and taste delicious with a plethora of fruits, syrups, and of course, whip cream. Craving waffles yet? How...Read More

With all of life’s responsibilities, automation can sure help make things easier. Things like automatic bill pay, automatic vacuums (Roombas for the WIN), and automatic transmissions have definitely helped me! Another “automatic” with several perks has become more prevalent with recent legislation: automatic enrollment in retirement plans. SECURE 2.0 includes a new requirement that will...Read More

Do you ever wish your life, or to-do list, at least, was simpler? I do. In fact, here are just a few things I wish were simpler: Assembling furniture (looking at YOU, IKEA) Traveling/getting through TSA security (wait, I need to take my snacks out of my bag?) Taking care of my dog (why is...Read More

Cash balance and defined benefit plans can be a huge opportunity, offering several golden nuggets for business owners and their employees. These plans midas well be famous for allowing employers to save significantly more and providing major tax benefits. Yet, they are complex and subject to numerous regulations from the DOL and IRS. Therefore, trying...Read More

The scenario: helping others while searching for a retirement plan solution My husband opened a medical practice in Orange County in California in 2022. After spending so many years studying and training, we were so happy to have opened up a business that we take care of together.Naturally, one of the biggest concerns as a...Read More