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Deadline for New 401(k) Plans and More Ways to Save Thumbnail

Deadline for New 401(k) Plans and More Ways to Save

Many companies are experiencing record profits combined with a tight labor market. Offering a company-sponsored retirement plan can reduce income taxes for owners while providing a valuable benefit to employees. A popular 401(k) option for small and mid-size businesses is a Safe Harbor plan. The deadline for adopting a new Safe Harbor 401(k) for calendar year 2021 is approaching on October 1st.

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4 Elements for a “Rich” Life Thumbnail

4 Elements for a “Rich” Life

Investors have been on a wild ride the last 14 months. But now, as we approach the halfway point of 2021, we find ourselves in the midst of the largest monetary experiment in history. Regardless of economic, market, and fiscal conditions, there are generally only four financial elements that the average person can control. And, these are the keys to building a “rich” life.

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