Basketball fans are eager for October when the NBA season kicks off. It is a new beginning, a fresh chance for teams to showcase their unique talent and strategies for staying at the top of the leaderboard in a wholly unpredictable sport. One day you are winning, everything is going great, and the next, you are in a slump, wondering if you will ever get out of it.
A Business Owner’s Guide to Long-Term Care Planning
Businesses generally are illiquid, which can create problems if a business owner requires care in a long-term care facility. LTC is ongoing care in a care facility, nursing home, or at home for those unable to perform a certain number of activities of daily living (ADL) without assistance. ADLs include eating, bathing, dressing, toileting, transferring in and out of bed, continence, or when physical, mental, or cognitive function is impaired or a doctor has ordered specific care.
Defined Contribution Plans Plus
For employers who have taken on the responsibility of offering sponsored retirement plans such as 401(k), profit sharing, or defined benefit plans, the task is not as simple as just presenting the plan. They need to gather extensive employee census information yearly, and one term that frequently comes up in these discussions is “Highly Compensated Employee” or HCE. But what does being an HCE mean, and why is it important to understand this classification?
The Complex Waters of Aging Parents’ Finances
As professionals, managing our own finances can be a challenge. However, one area that we often overlook, yet is vitally important, is understanding and navigating our aging parents’ finances.
Taste of Palm Springs
September 20, 2023 We’ve had great success taking the CALFP proposition on the road. Explaining why we are different at a ‘Taste of Palm Springs’ colleagues Simon Hobbs and David Barr signed up many new prospective clients.
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