Monthly Archives: September 2011

Small Business Retirement Plans Can Be SIMPLE

Most small business owners—including sole proprietorships and other solo businesses—have choices about the type of retirement plan to implement for their businesses and for themselves. Many small business owners use SEP IRAs, but other retirement plans might permit more flexiblily … Continue reading

Posted in Emerging Affluent, General, Investments, Middle Class, Retirement Planning, Tax Planning, Wealth Tips | Comments Off

Singles Have to Save More

When we create retirement projections for our clients as part of their financial plans, we identify areas of risk and review ways to improve their outlook for retirement. Many of our clients are between the ages of 50 and 65, … Continue reading

Posted in Emerging Affluent, Life Planning, Middle Class, Retirement Planning, Singles, Wealth Tips | Comments Off


In the Sunday, September 3rd New York Times, Robert Reich wrote a good article titled “The Limping Middle Class.” He not only discusses the current situation but provides an historical perspective of what happens when the rich get richer and the poor get … Continue reading

Posted in Economy, General | Comments Off