Using an ESOP and 401(k) Plan as a Powerful Exit Strategy for Business Owners
One of the most effective yet often overlooked strategies involves combining an Employee Stock Ownership Plan (ESOP) with a 401(k)
The Importance of Life Insurance: Protecting Your Family’s Future
Life insurance is one of the most critical financial tools for protecting your loved ones in case of an untimely
What Happens to Your 401(k) When You Die?
Many employees sign up for their 401(k) plans and never think about them again—especially when it comes to updating their
The Importance of Reviewing Your Life Insurance Policy
Life insurance is one of the most critical components of a solid financial plan. It provides security for your loved
Growing Trend: More Employees Taking Early Withdrawals from 401(k) and 403(b) plans
In times of financial stress, your 401(k) might seem like a lifeline—but is dipping into your retirement savings really the
Building a Million-Dollar 401(k) & 403(b) Blue Ocean Strategy of Abundance
Have you ever dreamed of retiring with a million-dollar 401(k)? The good news is that more Americans are reaching this
Weekly Major Market Indexes Analysis – 2 17 2025
This week, the SPY ETF reached a new all-time high, closing at $609.70 (+1.47%). After an initial drop on the CPI announcement, it
A Cautionary Tale of No Estate Planning for Retired Widow
Here is Jane’s Story: Jane was an 85-year-old widow living in Chicago. She had lived a full and independent life,
The High Cost of No Estate Planning for Immigrant Family
Jovan was a 45-year-old long-haul truck driver living in Chicago with his wife, Jelena, and their three young children. Originally
Estate planning: A Wake-Up Call for Working Parents
Here is Kate’s Story. Kate was a 45-year-old single mom living in Chicago. Divorced and raising two young children, ages
Why Estate Planning for Your Family is Essential
From 401(k) Savings to Protecting Your Family’s Future: If you’re visiting 401k Bull, chances are you’re focused on building a secure
What is the Value of Your Business? A Starting Point for Financial Planning and Exit Strategy
As a small business owner, your business is more than just your livelihood—it’s likely your largest asset. In fact, 80-90% of
Maximizing Retirement Savings for Small Business Owners: Should You Start a Solo 401(k) in 2025
What is a Solo 401(k)? A Solo 401(k), also known as an Individual 401(k) or Self-Employed 401(k), is a retirement
Designing a Modern 401(k) Plan: Best Practices for a Dynamic, Tech-Savvy Workplace
In today’s fast-paced, technology-driven world, employees expect more from their workplace benefits—especially when it comes to retirement plans. A modern
401(k) Plan Review Best Practices for Employers:
Ensuring Compliance, Maximizing Benefits, and Empowering Employees As an employer, offering a 401(k) plan is one of the most valuable