Today, we’re seeing more people retiring early than ever before. Research from the Federal Reserve uncovered that more than 3 million people retired early because of the pandemic and that 2.7 million people over 55 are “contemplating” an earlier exit from the workforce. Given the recent market turbulence, those who started their golden years a […]
If you work for a publicly-traded company, the last thing that you want to worry about is unintentional insider trading. One strategy to help avoid insider trading is a 10b5-1 Plan. 10b5-1 Plans are excellent diversification agents. They help provide avenues to diversify out of company stock and avoid too much concentration risk in your […]
Entrepreneurs already know that there are plenty of options to create a retirement account. These plans, SEP and SIMPLE IRAs, can be the right answer for some business owners. However, the Solo 401(k) (also known as Solo-k, Uni-k, One-participant k) may allow you to set aside more money for retirement. You have the opportunity to […]
Have you ever seen a GROUNDHOG poking its head out of the ground? What you see is a cute little groundhog poking his head out of his burrow. What you don’t see is the complex web of precisely engineered burrows — hidden from sight. These “hidden strategies” are what allow the groundhog to live a […]
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