Entries by Amanda Rogers

, ,

Why Should You Save for Retirement Early?

It’s never too early to start saving for retirement! In this week’s blog post, we discuss the importance of starting early, why compounding interest can work in your favor, and outline some basic financial literacy concepts that will help you get started on the right foot.

The SECURE Act – Business Owners Guide

The SECURE Act, signed into law at the end of 2019, takes steps to address the retirement crisis and provides a host of benefits to business owners looking to sponsor retirement plans for their employees. These benefits include tax incentives, widened access for employers as well as greater inclusion for part-time employees.  Let’s take a […]


Understanding Retirement Savings Plans

Retirement Savings plans are complex, 401k, IRA, SIMPLE, it can be hard to know what’s important to pay attention to. This article lays out the terms in simple and easy to understand definitions.

, ,

Simple Guide to CalSavers for Business Owners

Business owners are trying to decide if CalSavers is good enough for their employees. The fact is, it’s not as good as a custom plan designed for you. A well-designed retirement savings plan can attract and retain key employees as well as being a great way to do right by your people. Additionally, setting up a custom 401k retirement savings plan can have some tax benefits for Business Owners.


wellness – planning, budgeting, saving for retirement, college funding and estate planning — and how they collectively define financial health.


Offering a company sponsored retirement plan is an important step in letting employees know you value them and care about their future. You can help take them to the next step on their road to retirement.


Retirement Benefits That Benefit Employers, Too

When it comes to job searches and accepting offers, good employee candidates have options.

It’s why employers must offer employee benefits that stand out in today’s market—and why a

4% 401(k) match may not cut it anymore.