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September 4, 2023 By richardsfinanc Leave a Comment

What to Do with Your 401k from a Past Job

What to Do with Your 401k from a Past Job

Introduction When you change jobs, a crucial consideration is what to do with your 401k from your past employer. There are so many options that many people get overwhelmed and do nothing. This comprehensive guide will explore various options for handling your 401k, empowering … [Read more...] about What to Do with Your 401k from a Past Job

Filed Under: Business Planning, Financial Planning, Retirement Planning, Social Security Tagged With: 401k, retirement, retirement planning, Social Security

July 16, 2023 By Van Richards, ChFC Leave a Comment

The Power of a Retirement Plan: BrightTech Solutions’ Success Story

The Power of a Retirement Plan: BrightTech Solutions' Success Story

A retirement plan can help small to mid-sized businesses stay ahead of the competition in the fast-paced business world. Thanks to new legislation, a new type of retirement plan, a Pooled Employer Plan (PEP), can potentially have a transformative impact on companies that adopt … [Read more...] about The Power of a Retirement Plan: BrightTech Solutions’ Success Story

Filed Under: Business Planning, Retirement Planning Tagged With: 401k, PEP, retirement, retirement planning

July 13, 2023 By Van Richards, ChFC Leave a Comment

When to Switch Retirement Plans: A Comprehensive Guide for Business Owners

swich retirement plans

Are you a business owner wondering when to switch retirement plans? Deciding to change can be daunting, but it doesn't have to be overwhelming. Your retirement plan is a vital component of your business, and it's essential to ensure that it aligns with your goals and the needs of … [Read more...] about When to Switch Retirement Plans: A Comprehensive Guide for Business Owners

Filed Under: Business Planning, Retirement Planning Tagged With: 401k, financial education, retirement, retirement planning

July 10, 2023 By Van Richards, ChFC Leave a Comment

An Investment Policy Statement: A Must-Have for Company Retirement Plans

An Investment Policy Statement: A Must-Have for Company Retirement Plans

Having a well-crafted Investment Policy Statement (IPS) is crucial when managing company retirement plans. An Investment Policy Statement (IPS) is an irreplaceable tool for making well-informed investment decisions that align with the goals and values of the plan. In spite of an … [Read more...] about An Investment Policy Statement: A Must-Have for Company Retirement Plans

Filed Under: Business Planning, Retirement Planning Tagged With: 401k, retirement, retirement planning

May 9, 2023 By richardsfinanc Leave a Comment

Why Full Retirement Age Matters

Retired Couple Budgeting

Full Retirement Age matters because if you misunderstand it, you could get about 30% less Social Security retirement benefits over your lifetime. That is a lot of money. So, let’s start by defining what it is not. What Full Retirement Age IS NOT. If you participate in … [Read more...] about Why Full Retirement Age Matters

Filed Under: Financial Planning, Retirement Planning, Social Security Tagged With: financial education, financial planning, retirement, retirement planning, Social Security

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