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
The Need for Employee Education on 401(k) & 403(b) Plans
Financial security is no longer just a personal goal—it’s a top priority for today’s workforce. As employers, offering a 401(k)
Structure of the Market Index SPY / SP 500
The S&P 500 Index, established on March 4, 1957, is a cornerstone of the U.S. financial markets, designed to measure
To Rollover Your 401(k)/403(b) Plan? Or Not To?
With 14.8 million employees moving jobs while holding retirement accounts, rollovers are a major financial decision. On average, an individual
Why You Need Professional Help Managing Your Current 401(k)/403(b) Plan During Employment
For many employees, navigating a 401(k) or 403(b) plan can feel overwhelming. Once enrolled, employees often have no one to
How to Save Over $1 Million in Your 401(k): The Ultimate Guide to Becoming a 401(k) Millionaire
It’s the dream: reaching retirement with over $1 million in your 401(k) account, ready to live comfortably for years to
What Happens to Your 401(k) When You Leave a Job?
Left employer, Laid off, Separated from service, Retired – Are all qualifying events for your 401(k) account When you leave
The History of the 401(k): A Retirement Revolution
The United States has experienced a dramatic shift in how Americans save for retirement. This transformation is reflected in the