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To Roth or Not to Roth:

To Roth or Not to Roth:

A compelling feature of a 401(k) type retirement plan has always been the opportunity to contribute money from your current income on a pre-tax basis today - let it work for you over the years - and then pay taxes on the accumulated balance as you withdraw it in future. That’s a real attraction to many company owners and their workers. But what if you flipped this - and contributed money to your retirement savings account with post-tax dollars that you invested over time- and then had the oppor...
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Answering the Why Us Question

Answering the Why Us Question

Whether retirement plans are core to your practice or part of a larger strategy to help clients, you’ll compete more effectively if you successfully communicate how you differentiate yourself from other advisors. From the perspective of many business owners, most financial advisors provide pretty similar services and say many of the same things. The key is to help them understand why a relationship with you can benefit them. That’s what we call answering the “WHY US?” question. It’s more th...
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It’s Not a One-Size-Fits-All World

It’s Not a One-Size-Fits-All World

This won’t come as a surprise, but we all have different tastes and needs. The examples are all around us. Take TV, for example. To me, it means movies. To you, it might mean sports or news. But that’s ok because we can customize our experience. After all, it’s not a one-size-fits-all world.
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