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Jan 15, 2020

We review each retirement plan option based on the phase your business is in, from start up to established corporation.  Topics include the IRA, SEP IRA, 401(k), and more!


Jan 8, 2020

A discussion with best-selling author of Rich Habits, Tom Corley.  Tom spent five years studying the ultra wealthy and the very poor to determine over 300 daily habits that separate the "haves" from the "have nots".


Jan 2, 2020

How to fund your 401(k), an understanding of Dollar Cost Averaging, fees, and investment choices within your retirement plan.


Dec 20, 2019

We discuss important deadlines associated with your retirement, benefits, taxes, other time sensitive financial planning opportunities.


Dec 14, 2019

The author of Millennial Millionaire answers most commonly asked questions on how to create book- from idea to bookshelves and everything in between!