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Subtopics » Financial Goals
  • Career Planning (1)
  • Starting a Business (1)
  • Retirement (3)

  • Articles & Resources:

    Considering Non-Qualified Deferred Compensation: What Business Owners Should Know

    Businesses often fail to take full advantage of tax savings opportunities that are available to them. This article provides a high level overview of one such tax savings opportunity, namely, non-qualified deferred compensation plans. What is Deferred Compensation? Deferred compensation generally includes payments earned in a year prior to the year in which the payment […]


    The Career: Our Greatest Asset

    For most of us, our careers will produce more income over time than any combination of investment assets that we will hold. By recognizing that our career is in fact an investment asset, we can start to plan for how to secure, diversify and figure out how to grow this investment asset. Understanding You Career […]


    Financial Goals: Finding Certainty in Uncertainty

    Life has its own way of rearranging personal financial goals. What was important yesterday may be less important today, and even less important tomorrow. Therein lies the conundrum. How do we identify and set financial goals that will be just as important in the future, when the future is so uncertain? The answer can be […]


    Employment Taxes & LLCs: A Look at Payroll Taxes

    The Limited Liability Company (LLC) is a flexible legal entity that allows taxpayers to elect how they want to account for their state and federal tax liabilities. Unfortunately many taxpayers do not understand issues surrounding whether they should use the LLC and in what form to achieve their tax and asset protection goals. This article […]


    Which Business Retirement Plan is Right for You?

    If you run a small business, you’ve got no shortage of concerns: cash flow, marketing, the ebb and flow of the economy – you name it. In fact, you have so many issues to ponder, you might find it hard to take the time to choose a retirement plan for your business. And yet, it’s […]


    Small Business Owners Benefit from Defined Benefit Plans

    There are a number of retirement plan options available to small business owners. Yet for older higher income business owners, the best option might be the least used option – defined benefit pension plans. Defined benefit plans are often referred to as pension plans, because they provide a guaranteed retirement benefit and they must be […]



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