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South Burlington, VT

Value Creation Blog

Why You Need To Know About A Cash Balance Plan

If you own a business there's a very good chance your business is not going to provide enough money for you to retire.  If you believe this (and if you don't watch the video) then you're going to need to save more outside your business in a tax advantaged manner.

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Topics: qualified plans, cash balance plan, retirement plan, business owner video

Working With Business Owners – You Need To Know About Qualified Plans

Qualified Plan for Retirement

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Topics: financial independence planning, for advisors, qualified plans

7 Things To Think About With Your Retirement Plan

Retirement PlanI find that many Clients and potential Clients I speak with are not clear about what their retirement plan representatives are supposed to provide as it relates to their retirement or 401(k) plan.  This can provide confusion as to what you as a plan sponsor should do when evaluating your present provider as well as a new provider you might be considering.

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Topics: financial planning, exit planning, enterprise value, business exit planning, qualified plans

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