Archive - November 30, 2010

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Choosing a Self Retirement Plan
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The Most Important Step To Getting Your Financial Life in Order

Choosing a Self Retirement Plan

The SEP-IRA is dead.  At least it should be for ever sole proprietor that is looking for the best retirement vehicle.  There are very few slam dunks in this industry but choosing the Individual 401(K) over the SEP IRA is clearly one of them.  If you are a Sole Proprietor and you want to maximize retirement contributions with the lowest cost and highest flexibility, then you deserve it to yourself to read these 5 reasons why the Individual 401(K) is the best retirement vehicle for sole proprietors.

Reason 1: Maximum Pre-Tax Contributions

The first reason why the Individual 401(K) is …

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The Most Important Step To Getting Your Financial Life in Order

I’m often asked “How do I begin to get my financial affairs in order?”

That’s a great question. The task can be daunting. Do you begin with gathering documents, or do you start reviewing your investment portfolio, or do you start reading Money magazine and hope that you’ll be able to solve this seemingly complex problem?

I suggest to forget about all of that stuff…for now. Honestly, that stuff just isn’t as important as the more meaningful discussions you should have about your finances. Let me explain.

The problem I see with most physicians—and most financial advisors–is that they focus …

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