Business Owners

Is Social Security a Good Investment?

By Toni Wander, CPA, CFP®️, CIMA®, CSRIC® / September 25, 2023

Years ago, I had a client, Chris, who asked me whether Social Security was a good retirement investment vehicle, or if he should invest the cash instead. Chris was self-employed […]

How Will My Qualified Employee Stock Purchase Plan Impact My Taxes?

By Melissa Joy, CFP®, CDFA® / October 13, 2021

Employee Stock Purchase Plans (ESPP) allow the purchase of employer stock at a discount. This creates an incentive for employees to increase their ownership stake with the company. There are […]

jar of coins with a leaf growing out of it

Selecting the Right Retirement Plan for Your Business

By Alexa Kane, CFP®, CDFA® / March 4, 2021

As a business owner there are many important decisions to make. Finding the right retirement plan for your business is one of these key decisions. The retirement plan you select […]