Retirement Plan

Why Your Small Business Should Have a Retirement Plan

Glass Jacobson Financial Group 401k, Business Management, Personal Finance, Retirement Plans, Tax Planning For Businesses Leave a Comment

Offering a retirement plan provides many different benefits for you and your business. In the next few blog posts, we will take a look at different types of retirement plans, …

Fiduciary Financial Advisor

Why All 401(k) Plan Sponsors Should Have a Fiduciary File

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Maintaining good documentation of the setup and operation of a retirement plan is critical. As a 401(k) plan sponsor, it is your responsibility to maintain good documentation and keep it in-house. …

What are stocks, bonds and mutual funds?

What Are Stocks, Bonds, and Mutual Funds? [VIDEO]

Glass Jacobson Financial Group 401k, Investing, Personal Finance, Retirement Plans Leave a Comment

This video was taken from our course: “The Step-by-step Guide to Your 401k Plan.” We hope it’s helpful!  Investing can seem pretty complicated. There are many different types of investments, …

financial planners

401k Loans: Should Plan Sponsors Offer the Ability to Get Them?

Glass Jacobson Financial Group 401k, Business Management, Personal Finance, Retirement Plans 1 Comment

WHY IS GETTING A 401k LOAN ON THE RISE? The concept of a 401k loan (borrowing from a 401k account) is nothing new. However, now that millennials (individuals aged 19-35) …

Roth Vs Pre-tax

Roth vs Pre-Tax Contributions: Which Should You Choose? [VIDEO]

Glass Jacobson Financial Group Personal Finance, 401k, Investing 2 Comments

Watch the video to get some help deciding. Check out our course “Step-by-step Guide to Your 401k Plan” for more help.  Roth vs Pre-Tax: What’s the difference? Pre-tax contributions are …

The Market is More Powerful than You [VIDEO]

Glass Jacobson Financial Group Personal Finance, 401k, Investing Leave a Comment

Watch the video to learn why. There is a lot of confusion around the stock market… how it works, and what it takes to invest successfully. Many investors choose to …