Most people don’t spend too much time thinking about end-of-life planning on a daily basis. But you may have loved ones who will soon face those issues.... Read More

Erick Arndt was recently given the honor of being named in the Valley 200 Most Influential Leaders by the San Fernando Valley Business Journal!... Read More

Many people use the 4% rule to guide their retirement withdrawals once they stop working.... Read More

Offering a retirement plan to your employees is a wonderful benefit for them and you. But it doesn’t come without its fair share of problems. ... Read More

Tools and Techniques More than 50% of U.S. small businesses are owned by people 55 and older, according to a Spring 2021 survey by SCORE, a nonprofit that provides resources to small-business owners. If your retirement dream is to turn... Read More

Are you expecting a tax refund this year? If so, consider creating an emergency fund with some or all of it.... Read More

We are thinking about submitting a request for proposal to several recordkeepers for due diligence purposes.... Read More

In the spring of 2021, Aon Investments surveyed 12 top carriers for fiduciary liability insurance to better understand how plan management typically impacts pricing for fiduciary liability insurance. ... Read More

Roth options have become a common choice in many 401(k) plans, as well as 403(b) and 457 plans. ... Read More

The Savers Credit is in addition to 3 other tax advantages available when saving for retirement:... Read More