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Monthly Archives: September 2011
An Option for Reducing Credit Card Processing Costs
I have been on the lookout for a service that could reduce the expenses clients pay for handling credit card payments. I have met Jean Washa and feel they have a very good service that clients could consider to reduce … Continue reading
Letter Of Instruction
Link to Sample Letter (PDF) – Click Here Link to Sample Letter (Word) – Click Here In the last few months, creating a letter of instruction as come up as a meeting topic a number of times. I have received … Continue reading
Media Mentions
In the last month, I helped writers with two stories. I thought you might like to read them. Smart Money Magazine, September 2011 – “Can Starting a Business Ruin Your Retirement?”was written by Catey Hill. For older Americans determined to … Continue reading
Posted in Financial Planning
Tagged 401(k), Business, Pension, Roth IRA, SEP-IRA, SIMPLE IRA, Small business, United States
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401k Plan Deadlines
Parker Payson from Employee Fiduciary sent me a reminder about 401k deadlines for establishing a new plan that I thought I would share: Dear Rick, Hope you had a good Labor Day. If you have any clients interested in setting … Continue reading
Posted in Retirement Plans
Tagged 401(k), Business, Compensation and Benefits, Employment, Human Resources, Pension, Retirement, United States
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