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An ESOP can help business owners with succession planning
An employee stock ownership plan (ESOP) is a type of qualified retirement plan that invests solely or mainly in the stock of the business.

Maximize your 401(k) in 2025: Smart strategies for a secure retirement
Planning for the future? You may want to contribute new amounts to your employer’s 401(k) plan or Roth 401(k).

So many KPIs, so much time: An overview for businesses
Having trouble picking the right key performance indicators (KPIs) for your small business? Here’s how to narrow the search.

Saving for college: Tax breaks and strategies your family should know
There are some tax-savvy ways to build education savings and pay for college. Here’s how to help maximize education funds.

How can you build a golden nest egg if you’re self-employed?
A solo 401(k) plan is a powerful retirement savings tool for a one-person small business. Here’s how you can help save for a golden future.

Unlock your child’s potential by investing in a 529 plan
College costs have gone up sharply, so starting to save early is a smart move. One option is to invest in a tax-advantaged 529 plan.

What type of retirement plan is right for your small business
If your company is ready to sponsor a qualified retirement plan, many potential choices are on the table. Here are three prime examples.

How tax-smart HSAs can benefit your small business and employees
Health Savings Accounts allow you and your employees to set aside money on a pre-tax basis to pay for qualified medical expenses.

Make Qualified Charitable Distributions from your IRA
A Qualified charitable distribution can benefit you and your favorite charities. Here’s how to unlock the power of giving.

Self-employment tax: A refresher on how it works
Most small business owners are familiar with self-employment tax. Here’s a refresher on how it works and whether there’s a way to reduce it.

Washington, NC 27889
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