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) …

Roth Vs Pre-tax

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

Glass Jacobson Wealth Advisors 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 …

We Need Your Vote to Win PGA Tour Volunteer Challenge [VIDEO]

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Glass Jacobson News, Volunteer Leave a Comment

COMPETITION UPDATE Click here to view our post with the results of the competition!  VOTING IS CLOSED Please take 3 minutes to help us win the PGA Tour Volunteer Challange …

The Market is More Powerful than You [VIDEO]

Glass Jacobson Wealth Advisors 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 …

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 …

Converting C Corps To LLCs Converting C Corps To LLCs

Converting C Corps To LLCs

Glass Jacobson Wealth Advisors Tax Planning For Businesses Leave a Comment

Owners of a C corporation might consider a conversion to a pass through entity (Limited Liability Corporation) as a means to retain the limited liability and transferability of ownership that …