Thoughts on My Flat-Fee Structure
I've been operating under a flat-fee for a little over three years now. I thought I would take advantage of this short week by sharing some random thoughts on my flat-fee structure.
I've been operating under a flat-fee for a little over three years now. I thought I would take advantage of this short week by sharing some random thoughts on my flat-fee structure.
While there are income limitations to a regular old Roth IRA, the same rules do not apply when it comes to a Roth 401k. It's true!
I'm often asked by clients whether they should pay off their mortgage early. It often comes down to a personal decision. Mark Allan Bovair recently explained some great reasons not to pay off a mortgage early.
The Solo 401k is a great retirement tool for single business owners. How about we walk through the basics.
There are a lot of financial self-help books out there. I recently read one that stands above the others. Let me provide a quick review of why it is so much better.
Many advisors still do dinner seminars at local restaurants. We seem to receive a lot of them at our house because the previous owners were retirement-age. I wanted to share what I've learned from the invitations.