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James Esposito

Qualified Plans Consultant

Library » Cash Balance Plans for Owner-Only Businesses

March 03, 2021 | Financial Planning

There are over 26 million owner-only businesses in the nation today. Many of these businesses can benefit from substantially increased retirement savings through the use of cash balance or traditional defined benefit plans. In general, an owner-only business consists exclusively of owners, …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » 10 Financial New Year’s Resolutions for 2021

January 08, 2021 | Financial Planning

The start of a new year goes hand in hand with making resolutions, and financial health tends to be one of the most popular topics. Although not all new year’s resolutions are successful, the list below should give you a good idea on how to keep financial resolutions throughout this year and …


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