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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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Get Started Now
Selecting a trusted financial partner to work with is one of the most important decisions you can make for your future. Whatever you hope…
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Should You Take a Loan From Your 401(k)?
By Ed McClure, CFP®, PPC® If you have a 401(k), you may find yourself needing to access some of the cash before retirement to…
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What Every California Business Needs to Know About the CalSavers Program
By Ed McClure, CFP®, PPC® The state of California has mandated that all employers with five or more employees implement retirement plans by June…
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5 Keys to Potentially Succeeding With Your 401(k)
By Ed McClure, CFP®, PPC® If you have a 401(k) account set up through your employer—or if you plan to set one up soon—there…
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Why I Became a Financial Advisor
By Ed McClure, CFP®, PPC® Growing up as the son of a financial advisor, I had the opportunity to learn about the industry early…
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CalSavers vs 401(k)s: What is the difference?
With the looming June deadline for the CalSavers program, we have many companies reaching out to financial planners and advisors, including ourselves, and asking…
Insights
Plan design, contribution limits, deadlines and the rules that keep changing — written for the people who have to act on them.