by Evelyn Bell | Apr 25, 2018 | Retirement
As a business, it is important for you to find ways to offer better services and improved products to your customers. Take a closer look at what your clients need. Do they need more opportunities to connect with you to spend time managing their accounts? Perhaps they...
by Evelyn Bell | Sep 14, 2017 | Retirement
Do you want to be able to direct your own retirement plan? You can and steer clear of many tax hassles when you choose a traditional IRA. A self-directed traditional IRA allows for tax-deferred earnings. Does being able to select your own investments sound attractive...
by Evelyn Bell | Jun 22, 2017 | Retirement
Often called MEPs, Multiple Employer Plans are a type of retirement account in which more than one employer contributes. They are a type of collective bargaining agreement. Most often, they involve unions that are part of the same international or domestic union. This...
by Evelyn Bell | Dec 10, 2013 | Retirement
Many seniors cannot live alone, and need more care than family members can offer. Assisted Living is often the best choice, but the elderly and their families often worry about the quality of life that residents' experience in a planned senior community. Today...