Latest Articles

The surprising reason your small business defined benefit pension plan may be underperforming

Robert Pagliarini •
Forbes

Underwhelmed with the performance of your one person defined benefit pension plan? If you have a defined benefit pension retirement plan or are thinking about starting one for your small business, this article may be able to help you. Defined benefit pension retirement plans can be an incredibly useful vehicle to reduce taxes and save

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‘Key person’ insurance can protect your business

Trevor Law •
Birmingham Post
People in office.

Businesses spend a lot of money insuring buildings, equipment, and vehicles but their most valuable asset, people, tends to be overlooked. What if a key person or business owner either passes away, is accidentally killed, or falls critically ill, how would the business cope? Their death could be catastrophic, threatening the firm’s survival. A solution

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How to save money in thirty-five easy ways

Kate Bratskeir •
The Cut
Closeup the colorful shopping bags were holding by lady hand,in front of grunge surface cement wall,in abstract art design,classic old film tone,blurry light around.

An enviously money-savvy friend once told me: If you’re in debt or want to know how to save money, the most important thing is to be honest with yourself about your needs. Maybe your monthly budget absolutely must include sheet masks or weed. Maybe you would *literally die* without an afternoon coffee, or perhaps your

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The first five steps to building wealth

Eric Brotman •
Forbes
Portrait of successful businesswoman wearing elegant formal suit sitting on leather sofa relaxing after work at home

Build a risk management plan, including an emergency fund.  This is the first of a two-part series. When you’re looking into getting a loan, you’ll see options for homes, cars, businesses, and even vacations. What you won’t see is a loan for retirement. Retirement is the one expense in the world you cannot borrow for,

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