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Nonprofit Blog

Identify All of Your Company’s Retirement Plan Fiduciaries

Posted by nhogan on Jan 11, 2017 11:34:56 AM

Your company probably offers its employees a retirement plan. If so, can you identify all of your plan fiduciaries? From a risk management perspective, it’s critical for business owners to know who has fiduciary status — and the associated liability. Here are some common, though in some cases overlooked, plan fiduciaries:

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Topics: financial planning, retirement planning, Uncategorized

Roth 401(k) Conversions May Suit your Millennial Employees

Posted by nhogan on Nov 30, 2016 3:20:11 PM

Could your company’s benefits package use a bit of an upgrade? If so, one idea to consider is adding an option for employees to convert their regular 401(k)s to Roth 401(k)s.

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Topics: undefined, financial planning, Uncategorized

Financial Considerations for In-Home Senior Healthcare

Posted by bgoricki on Jul 22, 2016 11:16:31 AM

Increasingly, seniors and their loved ones are considering in-home healthcare in place of assisted living and nursing homes facilities when medical conditions call for additional help. In fact, in-home, private-duty senior care is one of the fastest-growing segments of the care industry.

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Topics: financial planning, Senior Healthcare, Uncategorized

3 Keys to Strong Business Financials

Posted by nhogan on Jun 27, 2016 2:19:08 PM

Businesses fail for many reasons — dysfunctional management, insufficient working capital, insurmountable competition. Why they succeed, on the other hand, is often easily explained. Regardless of size and sector, most healthy companies share the following three characteristics when it comes to their financials:

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Topics: financial planning, Uncategorized

Optimize the Value of a Roth IRA Conversion

Posted by bgoricki on May 13, 2016 4:00:20 PM

What to Look For 

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Topics: financial planning, retirement planning, Roth IRA, Uncategorized

A Roth for Your Child?

Posted by jbarnes on Mar 18, 2014 1:39:11 PM

If your child worked part-time this year, he or she might benefit from a Roth IRA. There is no age limit on contributions as long as the child has earned income (even if you actually provide the cash in a gift equal to the same amount). 

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Topics: financial planning, Tax, Uncategorized

Tips for Avoiding Investment Mistakes

Posted by jbarnes on Mar 18, 2014 9:49:12 AM

Of course, everyone makes mistakes, but some are worse than others. For instance, the types of errors you might commit when investing in equities could haunt you for years, dramatically affecting your lifestyle. Here are a few tips for avoiding several common mishaps. Of course, we strongly recommend that you contact Smith & Howard Wealth Management for more information on an investment strategy that is designed to help you reach your goals.

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Topics: financial planning, investments, Uncategorized

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