financial security

Video - Good News for PPP Forgiveness

Small business owners, self-employed workers and freelancers received some welcome news when Congress passed the Paycheck Protection Program Flexibility Act. Let Sabina take you through what you need to know and what you need to do to qualify to have all or a portion of its Paycheck Protection Program (PPP) loan forgiven.

Video - Back to School - Part 1: Saving for Higher Education

As students head back to the classroom this month, education is on the minds of parents across the country. And one key concern of parents — whether a child is just starting kindergarten or is off to high school — is how to fund the rising cost of college. Watch Sabina take you through your options.

Part 3 - Best Retirement Plan Options

All of the plans we’ve discussed in part 1 and part 2 assume that you’re better off taking a tax deduction for plan contributions now, then letting plan assets accumulate tax-free over time. That’s a great strategy if your tax rate is higher now than it will be in retirement. But that traditional pattern doesn’t always hold true. Therefore, here are two groups of alternatives you might consider if standard qualified plans don’t fit the bill.

Part 1 - Best Tax-Deferred Retirement Plan Options

One key to your financial independence is saving for your retirement in a tax-deferred and therefore tax-advantaged plan, whether you are self-employed, running a small business, or just freelancing for extra cash. What’s the best one for your unique situation? In part one of our best retirement options we recount a few most commonly seen scenarios to help you navigate this important decision.

7-Point Checklist for Selecting A Trusted Advisor

What makes a good advisor? For any entrepreneurial effort, building a home, starting a business, saving for retirement, one cannot do it alone, at least not as well as if you have a trusted and expert team around you. The team can be your family and/or your friends, or the team is comprised of specialist or expert in the area that you are not well-versed in. For you to succeed, having those who want you to succeed is important.