Financially Free

There are trillions of dollars being left behind in forgotten 401(k) plans in America. That is a lot of money! If you have had several jobs over the years, then… Read More

Are you wondering if a 401(k) profit sharing plan is right for your small business? Profit sharing plans are the most flexible type of contribution that an employer can make… Read More

Most people have heard the terms “mutual fund” and “ETFs.” Even though these are common investment choices for many investors, they can still be mixed up and often investors are… Read More

Do you want to know a little personal finance secret that hardly anyone knows about? If you are interested in a safe and higher-yielding investment, there is this secret CD,… Read More

Have you been thinking about what to gift a loved one for the upcoming holidays? Gifting to a 529 college savings plan can be a great alternative to a physical… Read More

Do you want to save for medical expenses and reduce your taxable income at the same time? A Health Saving Account (HSA) may be right for you. Before you sign… Read More

Gift tax is a commonly misunderstood tax. Many people feel that if they receive money as a gift, they will need to pay the IRS part of that gift in… Read More

Choosing the right retirement plan for your business is an important task. The right plan will help attract high quality talent, ensure employee satisfaction, and help you save towards your… Read More

Healthcare is a major expense for the majority of Americans. Both Health Reimbursement Arrangements (HRAs) and Health Savings Accounts (HSAs) provide assistance with health care costs, but they work differently.… Read More

Many companies offer 401(k) matching programs which can be a fantastic perk for employees. However, the money the employer contributes typically isn’t the employees right away. In the majority of… Read More

401(k) withdrawal rules can be fairy complex. Many factors come into play when determining if you can, or should, withdraw from your 401(k) plan. In this blog, we will answer… Read More

Have you been looking into insurance and considering a cash value policy? Cash value life insurance lasts your entire life and it also includes an investment component. We are going… Read More