Defined Benefit, Cash Balance Plan Blog for Advisors and Small Business Dedicated DB

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Nov 19 2021 How SALT Changes Could Affect Your Taxes

Nov 10 2021 Still Burned Out? Women Can Pivot Into a New Career to Find Long-term Success

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Oct 26 2021 Many Small Business Owners Are Missing Out on This $100,000 Tax Deduction

Oct 15 2021 Key Tax Moves to Make Before Year’s End

Sep 27 2021 Roundup of Top Stories CPAs Are Reading for Week of September 27

Sep 21 2021 Americans Are Behind on Retirement, but There’s Still Time to Get on Track

Aug 31 2021 Why More Women Will Have a Retirement Savings Shortfall During the Pandemic

Jul 27 2021 How a “Backdoor” ROTH IRA Can Amass Vast Tax-free Wealth

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Still Burned Out? Women Can Pivot Into a New Career to Find Long-term Success

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Aug 20 2020 Women Are Embracing a Wealth of Financial Opportunities

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Jul 27 2018 More Women Coming on Board

Aug 30 2018 Who’s Making Money: Success Coach

Apr 30 2018 Who’s Making Money: High School Teacher

Dec 11 2017 Anesthesiologist Triples Retirement Savings

Apr 19 2017 Teachers Can Earn Big Side Income Selling Classroom Materials Online

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Jul 14 2020 How Advisors Are Adapting During the Unprecedented Pandemic

Apr 28 2020 Advisors, Have You Talked to Your Clients About Risk Lately?

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Mar 18 2020 The Importance of Advisors Remaining Calm During the Market Storm

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Jan 28 2020 Financial Advisors Share Their Strategies for 2020

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Dec 18 2019 How to Win Clients by Staying Ahead of the Curve

Oct 21 2019 How To Build And Strengthen Client Relationships

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Sep 20 2019 News Round-up for Week of September 2

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Apr 30 2019 News Round-up for Week of April 29

Mar 22 2016 What Financial Advisors Are Reading This Week

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Feb 18 2020 Life After Working as a Spy

Oct 8 2019 What’s The Recipe for Self-made Success? Discipline, Intelligence and Dedication.

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May 29 2019 Becoming a Self-made Millionaire Isn’t Painless, But It’s Possible

Apr 5 2019 With More Millionaires Than Ever in the U.S., Here’s How You Can Make It

Mar 13 2019 Independent Recruiters Are Making High Income

Oct 10 2018 Who’s Making Money: Software Developer

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Aug 9 2018 Who’s Making Money? Tele Doctors

Jul 27 2018 More Women Coming on Board

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Nov 10 2021 Still Burned Out? Women Can Pivot Into a New Career to Find Long-term Success

Sep 21 2021 Americans Are Behind on Retirement, but There’s Still Time to Get on Track

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Aug 31 2021 Why More Women Will Have a Retirement Savings Shortfall During the Pandemic

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Jun 7 2021 Get Ready for More Retirement Changes with SECURE Act 2.0

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Dec 23 2020 How The Pandemic Is Making Advisors Work Smarter with Clients

Dec 7 2020 How to Avoid Common Retirement Blunders

Nov 23 2020 Retirement Planning Checklist to Prepare for 2021

Oct 28 2020 Tax and Retirement Considerations Before the 2020 Election Results

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Oct 26 2021 Many Small Business Owners Are Missing Out on This $100,000 Tax Deduction

May 11 2021 Four Retirement Plan Solutions for the Self-Employed

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Mar 15 2021 Don’t Wait for a Tax Break, Give One to Yourself

Mar 1 2021 Should You Delay Your Retirement During the Health Crisis?

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Feb 1 2021 How the SECURE Act Creates Unique Opportunities for Small Businesses

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Dec 31 2020 Expert Retirement Plan Tips for Small Business Owners

Oct 21 2020 Micro Businesses Can Maximize Retirement Savings

Jun 30 2020 A Little Known Retirement Plan That Saves Big on Taxes

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Nov 10 2021 Still Burned Out? Women Can Pivot Into a New Career to Find Long-term Success

Oct 15 2021 Key Tax Moves to Make Before Year’s End

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Sep 21 2021 Americans Are Behind on Retirement, but There’s Still Time to Get on Track

Aug 31 2021 Why More Women Will Have a Retirement Savings Shortfall During the Pandemic

May 26 2021 A Tax-Advantaged Retirement Solution for Real Estate Agents

May 11 2021 Four Retirement Plan Solutions for the Self-Employed

Featured in Forbes: Self Employed? Maybe You Should Supercharge Your Retirement

Feb 3 2021 Self-Employed Professionals, Take Note. Here’s How You Can Supercharge Your Retirement

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Nov 9 2020 How Does a Defined Benefit Plan Work?

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Oct 26 2021 Many Small Business Owners Are Missing Out on This $100,000 Tax Deduction

Sep 21 2021 Americans Are Behind on Retirement, but There’s Still Time to Get on Track

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Dec 31 2020 Expert Retirement Plan Tips for Small Business Owners

Apr 14 2020 Smart Way for Physicians to Catch Up on Retirement

Feb 4 2019 Never Too Late to Open a Cash Balance Retirement Plan

Dec 17 2018 Benefits of Cash Balance Plans for Dentists

Sep 24 2018 News Round-up for Week of September 24

Oct 30 2017 Timing Is Everything

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Jun 29 2021 People Followed Their Passions During the Pandemic

Jun 17 2020 Honing Your Financial Success Edge as an Online Entrepreneur

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Mar 10 2020 Essential Tips If You Want to Be a Successful Entrepreneur

Dec 29 2017 The Content Creation Economy Can Mean High Income

Nov 13 2017 Raise the Roof

Mar 15 2016 5 High-Income Jobs That Might Surprise You

Feb 15 2016 Looking to Get Rich Quick? Here are 5 Inspirational Stories

Oct 5 2014 Eric Barker Says Self-Employed People Have All the Money

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Nov 19 2021 How SALT Changes Could Affect Your Taxes

Oct 15 2021 Key Tax Moves to Make Before Year’s End

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Sep 27 2021 Roundup of Top Stories CPAs Are Reading for Week of September 27

Jul 27 2021 How a “Backdoor” ROTH IRA Can Amass Vast Tax-free Wealth

Jun 7 2021 Get Ready for More Retirement Changes with SECURE Act 2.0

Mar 15 2021 Don’t Wait for a Tax Break, Give One to Yourself

Feb 11 2021 How Will You Be Affected by Tax Changes under the Biden Administration?

Feb 26 2019 No. 1 Misconception of the New Tax Law

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