Solo 401(k): What You Need to Know

Solo 401(k): What You Need to Know

What is a Solo 401(k) plan?A solo 401(k)— also called an individual, self-employed, or owner-only 401(k) — is a great solution for the owner-only business because it allows considerable contribution flexibility and plan design. The passage of the SECURE Act...
How to Build a Financial Plan

How to Build a Financial Plan

Your financial plan is a high-level view of your current financial situation. It entails your financial goals and your plan to achieve those goals. All financial plans are living documents that should be regularly updated as your life circumstances change. Your...