A few weeks ago, my colleague, Matt Moklestad, shared a blog about 8 changes from the SECURE Act 2.0. While many of the changes in this legislation are beneficial for employers, there is a lot in this act that is also going to be very beneficial for plan participants.
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Owning and operating a business is a tough task. Selling a business is equally difficult. If you’re a business owner, the odds are that you haven’t put together a plan to do this. It doesn’t have to be this way.
Selling a business involves numerous considerations, particularly the tax implications for key shareholders. There are potential tax advantages available to business owners and key employees that can help mitigate these costs. Let's take a look.
Earning your first paycheck is an undeniably exciting time. But do you know what to do with your pay? With three key steps, you can build good financial habits early.
Retirement planning is a journey, and it is natural to have questions along the way. Here are some of the most important questions clients often ask me as a 401(k)-plan advisor.
Guest Blogger Tim Hibbing. Umbrella policies are becoming more and more popular in our litigious culture.
529 plans can be a great way to save for future education costs for your loved ones. The State of Iowa recently made a few improvements to the College Savings 529 plan.
While executive benefits such as stock options, other equity compensation, and deferred compensation can be powerful accumulation tools, knowing how they fit into your overall financial picture can be challenging.
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
Insurance is one of the few things you buy which you never hope to benefit from, because that typically means something bad has happened. I encourage you to take a few minutes to confirm items that could make a massive impact on your financial situation if an accident were to happen.
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
The key to it all is intentionality, which may seem odd when the subject is random generosity. But if you’re not intentional about carrying cash, being aware, and engaging people in need, you’re going to miss the opportunity to experience even more joy during the holiday season!
