Latest From Our Blog

Are you a new member of the "two-comma club?" Learn more about living with seven figures.

What are the tax advantages of Health Savings Accounts? Here's how to make HSAs work for you.

A Cash Balance Plan combines the high contribution limits of traditional defined benefit plans with the flexibility and portability of a 401(k) plan. Cash Balance plans can be an ideal solution for business owners looking to reduce tax liabilities and accelerate retirement savings.

PSA for Solopreneurs, here are 3 Implementable End of the Year Financial Strategies

Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.

The IRS released their 2023 Retirement Plan Contribution Limits, which have jumped significantly due to high inflation rates.

A retirement lifestyle is more than just saving money, but also deciding how you want to spend that extra time. A look at what you want to consider.

The IRS released their 2022 Retirement Plan Contribution Limits.

Business transition planning can often be one of the most overlooked sources of retirement income for small business owners. Here are 5 tips to consider when creating your transition strategy.

Preparing for a business valuation doesn't have to be complicated. This quick guide will help you understand the methods and steps required to calculate the value of a business.

Developing and offering a 401(k) plan for your employees is no easy feat, but working with a trusted Sandbox advisor can take some stress off your shoulders.

As a small business owner, offering a 401(k) is a great incentive for attracting and retaining employees. Get started by following these 3 important steps.