Today we want to dive into a topic that your business owner clients can benefit from. A cash balance plan is a unique type of tax-qualified retirement plan that falls under the category of defined benefit plan but shares features with the more common defined contribution plan, like a 401(k). In a defined benefit plan, […]

Summer is here, and many of you and your clients will be traveling during the upcoming months. While summer is typically not the busiest time of year for client engagement and client meetings, as advisors, you work year-round for your clients. Our Client Roadmap outlines a number of less client-intensive services advisors can provide during […]