by Jacob Millican | Oct 13, 2021 | Investment, Retirement, Small Business
As a business owner, there are few tax advantages greater than a good retirement plan. What makes a retirement plan good or bad? In short, Plan Design. If your plan design doesn’t match your companies needs, it will always feel like meh! In our first...
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 | Nov 16, 2017 | Investment, Retirement, Small Business, Taxes
You might have heard that tax reform may be coming down the pipes. As with most things that are extremely complicated, it comes down to the details. Which is why I think this try at tax reform may not get through to the President’s desk. Because the details are...
