/
RSS Feed
The Defined Benefit Plan is a pre-approved retirement plan solely for business owners or self-employed individuals who want to take advantage of massive tax savings each year in order to accelerate their retirement. We discussed exactly what this plan is in our first podcast episode, but we realize there are still many outstanding questions. For example, what are the limitations? How flexible is the plan? More broadly, what exactly is one getting themselves into by utilizing this plan? In part 2 of the Defined Benefit Plan podcast, we discuss those outstanding questions, highlighting exactly how the plan works for those that qualify.
Join experienced financial advisors, Ed and James, as they discuss the world of finance, sharing their personal experiences and observations from their clients’ financial...
Cryptocurrency. You’ve heard about it, maybe you even own some, but…what is it? In today’s episode we are joined by special guest Tom Aagaard...
With the market continuing to stay volatile, we wanted to bring to your attention an alternative investment that aims to protect against market downturns...