As financial advisors, we’re mandated to have a version of these Risk Tolerance Questionnaire on file, but I do believe it’s a poor substitute for good financial planning.

You can actually set up your own 401(k) if your a sole proprietor. This type of retirement account would be best used if you have no employees or if you happen to have spouse on the payroll.

Greg shares with you what size of small business owner should be using the SEP IRA and what are possibly better retirement plan options....depending on the size of your business.

Who is a Simple IRA good for? Simple IRA's are good for those small business owners that have a few employees and would like to grow their business / retirement plan into something that's maybe more attractive to new hires down the road.

How do I bonds work? How much I Bond can you buy? Find many answers to I Bonds in this blog.

t seemed like just yesterday that the economy was humming, with employment accelerating, orders flowing and consumers releasing pent-up buying demand after two years of pandemic lockdowns and other disruptions. Now, with the Russian invasion of Ukraine and surging gasoline prices, that outlook doesn't look so reliably sunny as before.