Businesses

Our financial advisors provide expert investment advisory and financial planning services for business owners and businesses throughout Santa Clarita and across the US. Our retirement plan consultants are experts in retirement plan selection, retirement plan services as well as employee education.

401k Participation, Savings Rates Rising

2017-04-14T23:29:28-07:00

Employee participation and deferral rates in America’s qualified retirement plans remained strong in 2015. In fact, participation was up 5% from 2010, and average salary deferrals were nearly 7%. These trends show marked improvement in defined contribution (DC) plan uptake by U.S. workers, thanks to plan sponsors who’ve implemented plan designs intended to help improve [...]

401k Participation, Savings Rates Rising2017-04-14T23:29:28-07:00

Self Employed Workers Fall Behind in Retirement Planning

2017-04-14T21:39:48-07:00

Working in the "gig economy" can make it tougher to stay on top of saving for retirement. Four in 10 self-employed workers don't have a retirement account such as an IRA or 401(k) plan, according to a new survey from Small Business Majority, an advocacy group. They polled 500 self-identified contractors, freelancers and temporary employees [...]

Self Employed Workers Fall Behind in Retirement Planning2017-04-14T21:39:48-07:00

6 Methods to Pay Off Business Debt Quickly

2017-03-21T23:48:34-07:00

When you own your own business, you are constantly juggling things, including both your personal and business bills. It can be stressful having to keep track of essentially two separate sets of finances for yourself and your business. Sometimes this juggling act leads to business debt. Other times you may be forced to take on [...]

6 Methods to Pay Off Business Debt Quickly2017-03-21T23:48:34-07:00

Evaluating Professional Advice: 11 Questions to Answer Before You Commit

2016-12-14T17:05:15-08:00

Obtaining professional advice is a significant step and should not be approached lightly. As with investors and their objectives and constraints, professional advisors also differ in their philosophy, processes, services, education, experience, and their ability to add value. Professional advisors work in many fields and hold various titles, such as investment advisor, financial planner, accountant, [...]

Evaluating Professional Advice: 11 Questions to Answer Before You Commit2016-12-14T17:05:15-08:00

Business Owners Creating Effective Partnerships and Alliances

2016-12-14T17:05:15-08:00

Forming a strategic alliance is similar to getting married: It's easy to do, but maintaining a satisfying relationship requires flexibility and commitment. Following certain guidelines when first establishing an affiliation and participating in ongoing communication are key to forming a fruitful collaboration. What's in a Name? There are many types of strategic alliances, but they [...]

Business Owners Creating Effective Partnerships and Alliances2016-12-14T17:05:15-08:00

Diversifying Outside of the Business: Strategies for Small-Business Owners

2016-12-14T17:05:19-08:00

Small-business owners are especially vulnerable to a dangerous investment practice: under-diversification. For many, their business represents the lion's share of their net worth. With fortunes riding largely on the success or failure of a single business in a single industry, business owners are exposed to heightened levels of investment risk. Recognizing that risk and understanding [...]

Diversifying Outside of the Business: Strategies for Small-Business Owners2016-12-14T17:05:19-08:00

Can You Afford Early Retirement?

2016-12-14T17:05:27-08:00

Early retirement is a phrase many Americans wish they could turn into a reality. While retiring in your 50s or early 60s sounds enticing, it typically requires years of planning to make sure you've accumulated enough retirement assets to last for 20 or 30 years or more. It's important to factor in how an early [...]

Can You Afford Early Retirement?2016-12-14T17:05:27-08:00

Exit Strategies for Entrepreneurs

2016-12-14T17:05:27-08:00

Your exit strategy may be one of the most important, yet least thought-out, elements of your business plan. Among the important decisions — what you might want to do after you leave the business, what the ongoing roles of your children or other family members might be, and how the sale proceeds will be deployed. [...]

Exit Strategies for Entrepreneurs2016-12-14T17:05:27-08:00

The 401k Amendment Period Is Here

2016-12-14T17:06:17-08:00

401k Amendment - Act now to make sure that your plan keeps up with new laws & regulations. The clock is ticking. Between now and April 30, 2016, 100% of 401(k) plans, profit sharing plans, and other tax-qualified plans that use an IRS-approved prototype plan document must be amended and restated.1 If this doesn’t occur by [...]

The 401k Amendment Period Is Here2016-12-14T17:06:17-08:00
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