Optimizing Your Company’s Cash Reserves
October 18, 2024  | By Shane McDougald, CFP®

Most individuals and businesses are familiar with traditional checking accounts. However, there are other options that can offer higher interest rates while providing similar levels of protection as traditional checking and savings accounts. The key is understanding your immediate cash…Read More

Setting Up a Retirement Plan for Your Business
October 5, 2024  | By Shane McDougald, CFP®

It’s a tough labor market, and retaining the best talent is a challenge for many businesses. One way to attract and keep skilled team members is to offer a 401(k) plan with a match that sets you apart from your…Read More