Archives

The Coronavirus Aid Relief and Economic Security (CARES) Act is a significant piece of legislation representing nearly $2 trillion in support for individuals and businesses.  This is a massive [...]

This morning I came across Ann Carrn’s article in the New York Times titled “How to Build an Emergency Fund in the Middle of an Emergency“.  It caught my attention because it includes [...]

Multiple Employer Plans (MEPs) have been recently touted as a recent legislative success to help small businesses start 401k plans. And while we support any policies that help increase access and [...]

Often people come to me and ask for my investment strategies for the market.  While I do not have a crystal ball, I certainly have an opinion. Depending on the person, there may be multiple [...]

401(k) plans are a powerful way to build wealth for retirement, as demonstrated by the much higher maximum contributions levels vs. traditional IRAs.  However, some small businesses shy away from [...]

My small business owner clients often reflect that it is getting more and more difficult to retain employees in Seattle at competitive wages.  Well, there is good reason for that feeling. [...]

Maximum Contribution Rules Changed The IRS posted changes to it maximum contribution rules for IRAs and 401(k) today, increasing both at or above the rate of inflation. IRA Limit Set at $6,000 [...]

Why Sponsor a Company 401(k) Plan? There are a number of reasons small business owners should consider sponsoring a company 401(k) plan.  The top two: personal self-interest and small business [...]