Blog tagged as Business Owner

Top 5 Things to Know About a SEP IRA

10/31/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Top 5 Things to Know About a SEP IRA
Own your own business or self-employed? Whether you're going it alone or managing some top-level talent, you may want to consider offering a SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.

5 Things Business Owners Should Know About SEP IRAs

01/21/2022 08:24 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things Business Owners Should Know About SEP IRAs
Own your own business? Whether you're going it alone or managing some top-level talent, you may want to consider offering an SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.

Starting a Business in Retirement

08/04/2021 09:33 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Starting a Business in Retirement
Whether to continue increasing their retirement income, or to simply fulfill a dream of being a business owner, more and more Baby Boomers are starting businesses in retirement. Here are some questions to ask yourself if you’re also considering this financial move.

Signs You Need A Financial Planner

08/31/2020 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Signs You Need A Financial Planner
Solid and respectable planners let you know if they can’t help you and refer you to a professional who can. If you have no idea if you’re on track for retirement and don’t know how to find out, a financial planner could help gauge your progress and build a plan that will help you stay on track.

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