Keep It Simple Blog

This article will help your clients understand the basics of an estate strategy and what needs to be included.

Do you know the "A, B, Cs" of Medicare? Brush up on your Medicare basics to stay in control of your medical future.

Cross-tested plans may enable some companies to direct a greater portion of contributions to highly compensated employees. Whether this type of plan design is appropriate for your company will depend greatly on the demographics and goals of your company.

What 401(K) plan design option works for businesses with lots of highly compensated employees? Social Security Integration could be the plan design for your business. Discover the reasons why this plan design option works for many business owners.

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (I.R.S.) announced new contribution limits for 2022. A look at the new limits.

When planning your retirement income, you should include healthcare costs. Here are some of the top healthcare costs in retirement to consider.

What's the most popular 401(k) plan design option? The answer is the Safe Harbor 401(k). Discover the reasons for this plan design option being the most popular amongst business owners.

The Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022.