Resources

An essential resource for any business owner who wants to ensure a financially secure future and grow wealth for themselves and their employees

5 Reasons Franchises Are Attractive to Business Owners

5 Reasons Franchises Are Attractive to Business Owners

Franchises have become a popular pathway for many aspiring business owners, offering a blend of entrepreneurial independence and a proven business model. But what makes them so appealing? Let's find out ...

10 Small Business Tax Deductions

10 Small Business Tax Deductions

Small business owners work hard. A survey from New York Enterprise Report found that they work almost 50% more hours per week than the national average. Given this reality, it can be challenging to stay on top of every detail - including all the small business tax deductions you may be eligible for when filing annual returns.

Retirement plans for nonprofit organizations

Retirement plans for nonprofit organizations

While 403(b) plans have historically been the most common retirement plan offered in the nonprofit world, they are not the only option. They may not always be the right choice for nonprofit organizations and their employees in some cases. Find out which are the best retirement plans for nonprofits.

How Should I Determine 401k Eligibility for My Employees

How Should I Determine 401k Eligibility for My Employees?

Establishing a 401(k) retirement plan is a smart move for businesses on many levels. Not only does this type of employee benefit help in recruiting and retaining top talent, but it also shows employees that you’re invested in their future. Find out how to determine 401(K) eligibility.

What is CalSavers

What is CalSavers?

Explore the fundamentals of CalSavers, California's state-sponsored retirement savings program for private-sector workers. Learn about eligibility, contribution limits, and the registration process. Enhance your retirement readiness with our detailed guide on CalSavers.

What's the difference between a 401(k) and a 403(b)

What’s the difference between a 401(k) and a 403(b)?

Learn all about the key differences between two of the most common retirement plans, 401(k) and 403(b).

5 Types of Retirement Plans

5 Types of Retirement Plans

Dive into the world of retirement planning with our guide exploring the top 5 types of retirement plans. Understand the nuances of 401(k), 403(b), SIMPLE IRA, SEP IRA, and Profit Sharing Plans (PSPs) to determine the best fit for your financial future.

What is profit sharing

What is profit sharing?

Beyond providing a salary, there are various ways business owners can compensate employees. Some of the most common choices include periodic performance bonuses, stock options, and also profit sharing. Find out what is profit sharing by reading our detailed guide below.

Benefits of the SECURE 2.0 Act

Exploring the Benefits of the SECURE 2.0 Act

Discover how the SECURE 2.0 Act can benefit your retirement planning strategy. Stay updated with this significant legislative update and leverage its advantages for a secure retirement.

How to Choose the Right Retirement Plan for Your Small Business

How to Choose the Right Retirement Plan for Your Small Business

Navigate the complexities of choosing the right retirement plan for your small business. Understand options like 401(k), Safe Harbor 401(k), and IRA, their benefits, costs, and employee impacts. Make informed decisions for your business's future.