by Jacob Millican | Sep 30, 2021 | Investment, Retirement, Small Business
Whether you already have a retirement plan or you are thinking of adding one to your business, knowing your plan design options will make sure you’re maximizing every benefit. I have talked about cash balance plans before. But over the next couple of months I...
by Jacob Millican | Aug 2, 2021 | Financial Planning, Retirement
Divorce is not only taxing emotionally and physically, but it can take a toll on both parties financially as well. You and your spouse will need to make decisions that not only affect you right now but also in the future. When it comes to the financial impact, here...
by Jacob Millican | Jul 21, 2021 | Retirement, Small Business
As an employer, offering a 401(k) to your employees is a great way to retain a motivated workforce while attracting new talent. But, like most retirement vehicles, there are some legal points to keep in mind. First, by offering a 401(k) to your employees, you...
by Jacob Millican | Jun 3, 2021 | Financial Planning, Retirement, Taxes
It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to leave behind a legacy and help their future generations to be better off. But there’s a...
by Jacob Millican | Feb 5, 2018 | Taxes
Tax cuts are on the way, Hooray! Whether that Hooray! was sarcastic or not depends on your incorporation status. Corporations got a fist pumping Hooray! Pass-throughs/small business owners, I have to call my accountant first, but Hooray! Normal everyday W-2 employees,...
