Perpetually Looking Forward

But what’s not so plain and simple are the retirement plan options available to business owners and the rules that govern them. That world is filled with terms like nondiscrimination testing, interest crediting rate, non-elective contribution, and so on. Beneath all of that however lies a foundation that allows for some extremely powerful planning opportunities.

Impact investing, as defined by the World Economic Forum, is an investment approach that intentionally seeks to create both financial return and positive social or environmental impact that is actively measured.1 The targeted financial return can range from conservative to growth and the social impact can vary across a wide spectrum of themes. The impact investment market has provided capital for some of the world’s most pressing issues in a variety of sectors including, but not limited to, community development, affordable housing, small business finance, health & wellness, education, microfinance, sustainable consumer products, conservation, renewable energy, and sustainable agriculture.2

With over 2,700 rules governing Social Security, it is easy to feel overwhelmed and confused by the benefits available. An abundance of misinformation has been printed adding to the confusion. The outline below highlights key rules, recent changes and claiming strategies.

No matter how you feel about tax season the fact is that taxes are unavoidable. But that doesn’t mean the stress and anxiety that often accompany tax season is also unavoidable. The fastest way to shake this added stress is to get everything in order now so you can get back to focusing on things you love instead. Don’t let yourself be one of the 29 million people who stretch the anxiety of tax season out and file their taxes at the last minute. Start preparing now and eliminate some of your looming stress by following these four steps.