by Jennifer Martin | Oct 6, 2019 | ROBS
Your 401(k) is an important piece of your financial future. But sometimes it feels like the money isn’t doing you much good when you are struggling to grow your business and it’s just sitting in the bank. Fortunately, there’s an IRS-approved, penalty-free way to...
by Jennifer Martin | Jul 15, 2019 | ROBS
There’s plenty of time to open your new business or franchise in 2019 and funding is a primary hurdle you’ll need to clear first. If you can answer, “Yes!” to any of the below questions, a ROBS (Rollover as Business Startup) should definitely be a funding option...
by Jennifer Martin | Jul 1, 2019 | ROBS
One of the most appealing aspects of being a small business owner is having the freedom to make the best financial decisions for yourself and your company. While funding options may seem endless, working with an experienced and trusted funding partner is key in...
by Jennifer Martin | May 27, 2019 | ROBS
The economy is looking strong, and it’s reflected in retirement funds. Fidelity reports the average 401(k) balance has grown 466 percent in 10 years, with an average balance of $297,700. That’s a lot of money waiting to be used. What does this have to do with your...
by Jennifer Martin | Apr 17, 2019 | ROBS
You’ve decided that 2019 is the year you start your own business and you’re planning to utilize a 401(k) Rollover Plan to help fund it. What’s next? Choosing a Third-Party Administrator (TPA). As you consider your options and interview providers,...
by Jennifer Martin | Apr 9, 2019 | ROBS
401(k) Rollover Funding – coined ROBS (Rollover As Business Startups) – can present the ideal opportunity to utilize your current assets for funding your business or franchise for many entrepreneurs. This funding option presents numerous benefits,...
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