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What Business Owners Can Do With Their Cash
By Ed McClure, CFP®, PPC® Running a business is hard. You have to offer a valuable service, ensure your clients are happy, manage employees…
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What Should I Do With My Money in Today’s Market?
By Ed McClure, CFP®, PPC® There’s always a degree of uncertainty in the market, but sometimes people get especially nervous. In previous articles, I’ve…
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Business Owners: How to Design Your Company’s 401(k) Plan Features
By Ed McClure, CFP®, PPC® If your company offers a 401(k) plan to its employees, you may not realize how many options you have…
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Is a Downturn On the Horizon? How We Watch Over Our Clients’ Investments
By Ed McClure, CFP®, PPC® Sometimes what causes the greatest fear is simply not knowing what lies ahead. Billionaire and founder of Patagonia, Yvon…
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Top 5 Questions Your Plan Administrator Can’t Answer
By Ed McClure, CFP®, PPC® One common frustration we hear from both employers and employees relates to the inability to get answers to your…
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Retirement Options for Self-Employed Individuals
By Ed McClure, CFP®, PPC® Retirement is inherently more complex if you are self-employed, simply because business owners have to consider a great number…
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Could a Defined Benefit Plan (DBP) Work for Your Business?
By Ed McClure, CFP®, PPC® Funding a business owner’s personal retirement plan is one of the most common challenges we work through with small…
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3 Benefits of Selecting the Right Company Retirement Plan
By Ed McClure, CFP®, PPC® Some employers don’t realize the extent to which their companies’ retirement plans play a key role in the overall…
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What Should You Do About the Russia-Ukraine Crisis and Market Volatility?
By Ed McClure, CFP®, PPC® The events of the last few weeks in Ukraine have been stressful and upsetting to many of us. The…
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Selecting a trusted financial partner to work with is one of the most important decisions you can make for your future. Whatever you hope…
