9 Facts About Social Security
Jose Cuevas Jose Cuevas

9 Facts About Social Security

Social Security has been part of retirement life for decades, but many people still misunderstand how it works. Here are nine facts that may surprise you about eligibility, taxes, COLA, and benefit calculations.

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How Often Should You Update Your Estate Strategy?
Jose Cuevas Jose Cuevas

How Often Should You Update Your Estate Strategy?

There are a number of choices when creating retirement plan strategies for you and your employees. Here, we will review three of the most popular for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s. Read on below to learn more about each type of retirement plan.

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How Income Taxes Work
Jose Cuevas Jose Cuevas

How Income Taxes Work

There are a number of choices when creating retirement plan strategies for you and your employees. Here, we will review three of the most popular for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s. Read on below to learn more about each type of retirement plan.

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Retirement Plan Budget Check Up: Tax Time Is the Right Time
Jose Cuevas Jose Cuevas

Retirement Plan Budget Check Up: Tax Time Is the Right Time

There are a number of choices when creating retirement plan strategies for you and your employees. Here, we will review three of the most popular for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s. Read on below to learn more about each type of retirement plan.

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Retirement Plan Choices for Small Businesses
Scott Neubauer Scott Neubauer

Retirement Plan Choices for Small Businesses

There are a number of choices when creating retirement plan strategies for you and your employees. Here, we will review three of the most popular for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s. Read on below to learn more about each type of retirement plan.

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