Archive for the
‘Retirement Planning’ Category

If you are a small business owner or planning to become one, retirement planning for both you and your employees should be a big consideration.  Small business owners are not required to offer retirement services to employees. According to data collected by SCORE in 2019, companies with ten or less employees are the least likely [...]
While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s.Since January 1, 2006, employers have been allowed to offer workers access to Roth 401(k) plans.1 And some have rolled out offerings as part of their retirement programs.As the name implies, Roth 401(k) plans combine features of [...]
Last Friday, we had the pleasure to talk with Valorie Schwarmann, CFO and Senior Vice President of Homeport, a non-profit housing developer. Valorie oversees the financial systems, processes, planning, and reporting for all lines of business at Homeport.  What is Homeport? Homeport is a non-profit housing developer based in Columbus, Ohio. By building quality affordable [...]
On May 17, rebel Financial’s president, Phil Ratcliff gave a quarterly update on how we create client portfolios. He covered three topics: making smart investments, economics, and behavioral trends. Phil shares how rebel Financial is doing in each of these areas as the company continues serving their clients in the best way possible. Investments Investing [...]