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Business Owners – Its time to review your retirement plan
In light of the market volatility we’ve experienced and recent litigation, you may want to take this opportunity to review your retirement plan to confirm that your current provider is offering...
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Top 3 reasons financial advisors will be contacting dentists who sponsor a...
Charlie Steingas provided the following article. Epple Financial Advisors can help business owners implement a cost effective solution for their retirement plan and to help the business owner meet...
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Educational Seminar – 09/20/11 – For Business Owners Who Have a 401k Plan
New Requirements to your 401K Administration will bring significant changes in 2012. Be Aware and Be Ready. See Flyer: http://epplefinancial.com/files/09-20-11%20Seminar%20Flyer.pdf In 2012, the...
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401k Plan Deadlines
Parker Payson from Employee Fiduciary sent me a reminder about 401k deadlines for establishing a new plan that I thought I would share: Dear Rick, Hope you had a good Labor Day. If you have any clients...
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Media Mentions
In the last month, I helped writers with two stories. I thought you might like to read them. Smart Money Magazine, September 2011 – “Can Starting a Business Ruin Your Retirement?”was written by Catey...
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Retirement Plan Seminar – 11/04/11
Charlie Steingas, EA, MAAA, MSPA and Rick Epple, CFP® will be co-hosting an educational seminar on Friday, November 4 at 9:00 am. Charlie will be presenting on “How Small Business Owners Can Take...
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2012 Tax Planning
Question/Answer: I keep reading about the possibility of higher taxes in 2013. What strategies could I look at in 2012 that might make sense to prepare for the likelihood of higher taxes? The...
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Student Presentation – Epple Financial Advisors
The Northern Dental Alliance had a lunch and learn with Dental Students from the University of Minnesota. The following is my response to a question: I just started my career as a Dentist and I am...
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