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Most Recent Posts

Retirement Without a 401(k)

By Phil Tull | May 12, 2025

When we hear the word “retirement,” we almost synonymously think 401(k). What if you don’t have a 401(k)? Can you still invest and plan for retirement? While a 401(k) is largely the most popular and well known of retirement plans, it is not by any means the “be-all and end-all” of retirement savings. There are […]

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Schwab Basics

By Kara-Leigh Sakis | February 21, 2025

Charles Schwab prides itself as a custodian that puts its clients first. One facet of their commitment to customer service is their user-friendly, clientele-only website, Schwab Alliance. Schwab Alliance is exclusive to clients of advisors and the website offers many features that simplify settings and updates. Below will cover four basic requests a client may […]

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Entrepreneur’s Guide to Business Structures

By Phil Tull | December 9, 2024

Choosing the right business structure is crucial, as it affects taxation, liability, ownership and the operations of your company. There are three main business structures that often rise to the top for many entrepreneurs. Here is your guide to the three most common and what to consider when deciding which may be right for you […]

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Entrepreneur’s Guide to Retirement Plans

By Phil Tull | December 3, 2024

Choosing the right retirement savings vehicle for your business can be one of the most important decisions you make as an entrepreneur. Each plan has unique features, benefits and requirements. When considering what retirement plan suits your business, you will want to analyze the administrative costs, operation restrictions, and attractiveness to potential employees. Given the […]

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