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Tag Archives: Small business
Health Insurance Reform – Resource
As the election season heats up with the Summer and the US economy continues to sputter along, I think it is important for all of us as business owners to better understand the impact Health Reform has on our businesses. … Continue reading
Retirement Plan Seminar – 11/04/11
Charlie Steingas, EA, MAAA, MSPA and Rick Epple, CFP® will be co-hosting an educational seminar on Friday, November 4 at 9:00 am. Charlie will be presenting on “How Small Business Owners Can Take Advantage of Their Size to Achieve Financial … Continue reading
Posted in Retirement Plans
Tagged 401(k), Business, Friday, Pension, Retirement planning, Rick Epple, Small business, Twelve Oaks
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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
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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Educational Seminar – 09/20/11 – For Business Owners Who Have a 401k Plan
New Requirements to your 401K Administration will bring significant changes in 2012. Be Aware and Be Ready. See Flyer: http://epplefinancial.com/files/09-20-11%20Seminar%20Flyer.pdf In 2012, the Department of Labor will be requiring all companies involved with your 401(k) plan to inform both plan … Continue reading
It’s time to review your business retirement plan!
Were you aware that new Fee Disclosure Rules will affect your business? In 2012, the Department of Labor will be requiring all companies to inform both plan sponsors and plan participants of all of the compensation they are receiving. You … Continue reading
Top 3 reasons financial advisors will be contacting dentists who sponsor a 401(k) Plan
Charlie Steingas provided the following article. Epple Financial Advisors can help business owners implement a cost effective solution for their retirement plan and to help the business owner meet their fiduciary duty. Contact us to learn how we can help: … Continue reading
Bookkeeping Musts for Small Businesses
As business owners, we constantly need to look at how we best meet the needs of our clients/customers and make a profit. My philosophy is to outsource as much as we can and utilize our outside Team to help … Continue reading
Posted in Business Owner Services
Tagged Accounting, Bank statement, Bookkeeping, Business, Credit card, Paychex, Small business, Tax
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Business Owner’s Luncheon Series – 11:30am-1:00pm Wednesdays in February
Did your New Year’s resolution include taking a new approach with your Business? Our lunch series was developed to bring the information you need to make 2011 a success! Sponsored by Margaret A. T. Cronin, Attorney of Leonard, Street and … Continue reading
7 Steps to Financial Independence for the Small Business Owner
Are you thinking, I have been working as a business owner for a number of years and while I make a good income, I have no idea if I am on track for retirement? How do I take control of my … Continue reading
