Category: Finance

How a Cash Balance Plan Can Help Business Owners Maximize Savings For Retirement

If you own a business with consistent cash flows, a Cash Balance plan can help you maximize your savings for retirement. This type of plan combines the benefits of a traditional pension with the flexibility of a 401(k)/profit sharing plan. These plans allow participants to receive their benefits as a lump sum or in an…

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Financial brokers: What Are They?

A Financial Broker (also called a stockbroker) is a professional who provides investment management and financial advisory services. They may also execute transactions. There are many advantages to working with a Financial Broker, including their expertise in the field and the ability to help you make wise investments. These professionals are well-versed in all types…

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