Client Problem: The owners of a fast-growing construction firm were concerned about recruiting enough talented employees to keep up with demand while retaining current employees. Seeing their personal incomes soar in recent years, the construction fi...
Faron Miller, CFP®
Recent Posts
February
02
2022
January
20
2022
The SECURE (Setting Every Community Up for Retirement Enhancement) Act was passed in 2019, effective 2020. The act established a new 10-year rule, requiring certain beneficiaries to withdraw their entire inherited retirement account balance by Decemb...
September
16
2020
Picture the future. What are your plans for 10 years from now? How about 5 years from now? One year? How certain are you that your plans will become a reality? Of course, the truth is we can and should plan, but we can never be certain of what the fu...
July
01
2020
Many companies offer 401(k) plans as a benefit to help attract and retain talented employees, but most business owners and CFOs do not look at 401(k) plans in relation to corporate profitability. The plans are treated as a necessary expense, a cost o...