Maximizing Retirement Options

In a meeting with a doctor the other day we saw an opportunity for him to maximize his retirement contributions far beyond his 401k limits in his hospital job.  He pays his wife who works in his family practice as the office manager and assistant.  We setup a Simple IRA account for the company which […]

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The up side of a down economy

I met with a client today about his business.  As we looked back at the last year or two and the many meetings we have had, he reflected on the value of learning how to make his business lean.  He was excited about seeing how his leaner/meaner business would create profits as the economy improves.  […]

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