financial planners

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

Glass Jacobson Wealth Advisors 401k, Business Management, Retirement Plans, Personal Finance 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) …

Business Valuation and Why It's Important

What Is A Business Valuation and Why Is It Important

Glass Jacobson Wealth Advisors Tax Planning For Businesses, Business Management 5 Comments

What is a business valuation? Business valuation is a critical component to your estate or business succession planning. Your business may be your largest asset, and if you plan to …