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What You Need to Know About Multiple Employer Plans
Looking for a retirement plan that takes the hassle out of administration and compliance? Multiple Employer Plans (MEPs) may be your answer.

Michelle Marsh
Aug 18, 2023


Early Retirement: 5 Factors to Consider Before Making the Leap
Before taking the leap towards early retirement, consider these 5 important factors that are often overlooked.

Michelle Marsh
Aug 8, 2023


Should You Consolidate Retirement Accounts? Why the Answer is Yes.
If you've switched jobs throughout your career, it's likely that you have more than one retirement account. While this may not seem like a big deal, having multiple accounts can lead to confusion and difficulty when it comes to managing them in a way that will lead to financial security down the road. So, if you’re wondering if you should consolidate retirement accounts, the simple answer is yes. Let's discuss the benefits of consolidating retirement accounts and how the proc

Michelle Marsh
Jul 25, 2023


How SECURE Act 2.0 is Helping People Pay Student Loans and Save for Retirement
Following the 2008 financial crisis, student loan debt became a major economic issue in America. In fact, according to Education Data Initiative , Americans owe more than $1.7 trillion in student loans. While there are a few ways you can pay down your student loans, one option that many people don’t know about is utilizing SECURE Act 2.0. Student loan debt is a challenge for many Americans Student loan debt is a major challenge for many Americans. According to World Economic

Michelle Marsh
Jun 20, 2023


401k vs 403b: Finding the Right Plan for You
Depending on how your organization operates , you may require a specific retirement plan for your workforce. Oftentimes, these plans are set as either a 401(k) or 403(b) retirement plan. From non-for-profit entities to community/governmental institutions, each company may need to choose which plan is right for them. So, how can you choose? What’s the difference between 401(k) vs 403(b) plans? Let’s explore what makes these plans unique. Overview: 401k and 403b When comparin

Michelle Marsh
Jun 7, 2023


Tax Deductions for Self-Employed Business Owners
It’s no secret that most people want to save on their tax bill. Like many, business owners are asking what they can do to keep their...

Michelle Marsh
Apr 19, 2023
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