When Was the Last Time You Reviewed Your Employee Handbook?

When we meet with clients, it’s not uncommon for the client to mention a dispute with an employee about overtime, disability, health benefits and other issues. The first question we always ask is, “Is it covered in your employee handbook?” Unfortunately, many companies don’t realize that the employee handbook should be a priority until after […]

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Factors to Consider When Choosing a Retirement Plan for Your Small Business

The average life expectancy in the U.S is 78.8 years, and we all know people who live well into their 80s and 90s. These days, people are spending 20 or even 30-plus years in retirement. Many experts believe you’ll need 70-90 percent of your preretirement income to maintain your standard of living in retirement. As […]

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Are Changes to Obamacare – and Compliance – on the Horizon?

Like it or not, the Affordable Care Act of 2010, commonly referred to as Obamacare, is the law of the land. However, its future is very much in doubt. Opponents of Obamacare have been trying to repeal the law since the day it was passed. President-elect Trump and the Republican-led Senate and House of Representatives […]

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Professionals and Executives

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Professionals and Executives

Business Owners

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Business Owners

Retired and High Net Worth Individuals

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Retired and High Net Worth Individuals