LeafHouse’s Post

People are unique. Their portfolios should be, too. Excited to collaborate with our business partners to develop personalized investment strategies for every employee, leading to increased savings rates and greater retirement income. Through our joint efforts, we aim to leverage our collective strengths and expertise to innovate and cultivate effective and impactful solutions. Todd Kading, CFP®, RF™, Dale Homburg, Michael Garberich, CFA, Dallas Villarreal, Chad Brown, Stu Sorensen, James Olson, Steve McCoy, Benjamin Thomason, JD, Dave Paulsen, Mark Dennis, Greg Porteous, Cynthia Dash, John Faustino AIFA®, PPC®, Amanda Lewis, Tina Sanchez, Matt Bartch, CFA, Kevin Murphy, Yaqub Ahmed, Scott Colangelo, Matthew Eickman, J.D. AIF®, Scott Okrasinski

A mission-aligned retirement plan doesn’t just benefit employees—it transforms organizations. At RSG, we helped a senior living center redesign their 403(b) plan to reflect their values, leading to a threefold increase in plan assets in under a year. When your retirement plan reflects what matters most to your company, everyone wins. #RetirementPlanning #RSG

As the workplace continues to evolve, so does the need for diverse retirement planning. The traditional 401(k) is no longer the sole path to retirement readiness. Our latest article, "Expanding Retirement Horizons: Modern Solutions for Businesses," covers the array of options that cater to today's dynamic workforce. Discover how SEP Plans, SIMPLE IRAs, and other innovative strategies can offer your employees more than just a retirement plan, but a future tailored to their unique goals and lifestyles. From immediate tax benefits to long-term financial security, these alternatives are reshaping the retirement planning landscape. Dive in for a comprehensive look at how your business can offer retirement solutions that truly resonate with your team! https://lnkd.in/env6cn6H #manhattanridgeadvisors #retirementplanning #retirementsolutions

Thanks for these well summed and important insights into ensuring that SECURE 2.0 achieves the intended end goal: more workers able to save for retirement. Indeed, our observation is that it is especially hard for plan sponsors from small businesses to keep abreast of plan features and regulations.

The business environment is changing, and with it, the approach to retirement planning needs an update. Our latest article, "Expanding Retirement Horizons: Modern Solutions for Businesses," introduces retirement strategies that go beyond traditional plans, offering flexibility and tax benefits tailored for today's diverse workforce. Learn about SEP Plans, SIMPLE IRAs, Defined Benefit Plans, and more in this comprehensive guide. Create a retirement benefits package that truly reflects your business's values and your employees' aspirations. Dive in and begin crafting a retirement plan that stands out in today’s competitive market! https://lnkd.in/e7WcX_u7 #manhattanridgeadvisors #retirementplanning #retirementstrategies

Go beyond your 401(k)s when saving for retirement. As you will see in this Vanguard study that now, "a lot of the onus of retirement savings" has been put on employees. #estateplanning #retirement #savings #wealthmanagement #financiaplanning

The business environment is changing, and with it, the approach to retirement planning needs an update. Our latest article, "Expanding Retirement Horizons: Modern Solutions for Businesses," introduces retirement strategies that go beyond traditional plans, offering flexibility and tax benefits tailored for today's diverse workforce. Learn about SEP Plans, SIMPLE IRAs, Defined Benefit Plans, and more in this comprehensive guide. Create a retirement benefits package that truly reflects your business's values and your employees' aspirations. Dive in and begin crafting a retirement plan that stands out in today’s competitive market! https://lnkd.in/env6cn6H #manhattanridgeadvisors #retirementplanning #retirementstrategies

As the workplace continues to evolve, so does the need for diverse retirement planning. The traditional 401(k) is no longer the sole path to retirement readiness. Our latest article, "Expanding Retirement Horizons: Modern Solutions for Businesses," covers the array of options that cater to today's dynamic workforce. Discover how SEP Plans, SIMPLE IRAs, and other innovative strategies can offer your employees more than just a retirement plan, but a future tailored to their unique goals and lifestyles. From immediate tax benefits to long-term financial security, these alternatives are reshaping the retirement planning landscape. Dive in for a comprehensive look at how your business can offer retirement solutions that truly resonate with your team! https://lnkd.in/e7WcX_u7 #manhattanridgeadvisors #retirementplanning #retirementsolutions

💼 Business Owners: Is Your Retirement Plan on Track? 💼 As a business owner, you’re busy building your company—but are you building your future? Many entrepreneurs focus on growing their business and put off saving for retirement, but waiting could cost you big time. Here’s what happens if you don’t plan ahead: • No guaranteed retirement income: Without a plan, your business might not be enough to support you when you retire. • More pressure to save later: The longer you wait, the more you’ll have to set aside. • Unexpected challenges: What if your business faces tough times or you need to retire sooner than expected? ❓ Ask yourself: • Do you have a solid plan for retirement beyond your business? • Are you relying on your company’s future to fund your retirement? • How will you protect your financial future if your business faces difficulties? Don’t risk your future by waiting. Start planning your retirement now so you can enjoy the life you’ve worked hard to build! #BusinessOwners #RetirementPlanning #EntrepreneurLife #FinancialSecurity #GoalsBasedInvesting #FinancialIntelligence https://lnkd.in/eESSp7x7

How will the 2024 changes to 401k limits affect your retirement planning? We’re here to help you navigate the new rules and understand their impact on your savings strategy. Read our latest blog for a comprehensive breakdown and expert tips on preparing for the future. #RetirementGoals #401kContributions