Blog & Media Mentions

CalSavers Education, If You are a California Employer You'll Need to Know This!

By now you may have heard the news that California business owners with five or more employees will be required by a new mandate to set up a retirement plan or enroll employees into CalSavers. So, what's driving the law?......

Salary and Career Advancement

Having a well-paying job is a major concern for most people, but it's no secret that there's often a gender gap when it comes to pay.

Work-Life Balance

Balancing the demands of career and family is one of the major issues people face during their working years. Women are often most affected, in part because fewer women than men have stay-at-home spouses or partners.

Designing a Benefit Package for Your Small Business

 
If you're a small business owner, you face many challenges in growing your company. One of them is recruiting and retaining the best talent for your needs. When your primary goals are managing costs and increasing revenue, how do you sufficiently entice new recruits and reward current staff members for continually putting their best efforts forward? One way is ensuring that you provide a competitive, cost-effective benefit package comprised of both traditional and not-so-traditional benefits.

What am I going to do about market volatility?

Market volatility is certainly the name of the game right now, just look at the Dow Jones. So, what should you do, and perhaps more importantly, what should you not do?

Q and A Interview with Acclaimed Financial Adviser Shan Sutherland

Learn more about our founder and how this industry chose her. 

What Should Your Asset Allocation Be?

Determining what kind of investor you are depends a lot on how you handle risk (your personality) and how much time you have until retirement. 

Tax Filing Data Shows Need to Review Withholding

The IRS continues to encourage taxpayers to review the amount of tax they have withheld to avoid an unexpected tax surprise when they file their 2019 tax returns next year. Preliminary 2018 tax filing data seems to show the need for taxpayers to review their withholding in order to make sure the appropriate amount of tax is being withheld from their paychecks to reflect recent tax law changes.

When Should You Take Social Security?

 

Shãn Sutherland, Wealth Advisor at Simple Impact LLC, Explains When People Should Take Social Security

“According to the social security administration, 71% of Americans elect to receive their Social Security benefits early.” – Shãn Sutherland

The Roth 401(k)

Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you're lucky enough to work for an employer that offers this option, Roth contributions could play an important role in helping enhance your retirement income.