For success, all it takes is the right plan.
But how do you know if you have the best plan for you and your employees?
Benefit Equity, Inc. is a Southern California-based financial services partner for top financial advisors and successful small and mid-sized business owners who want help in designing custom, worry-free and secure retirement plans with maximum tax benefits.
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Retire Your Worries (The Blog)
Reitre Your Worries (Our Blog)
Fifteen years of hard knocks, bruises, breaks and surgeries is probably enough punishment to drive ANYONE to retire. And that’s how the story ends (for now) concerning Dallas Cowboys’ quarterback and legend Tony Romo, the undrafted to a true franchise quarterback story that captivated millions as he and the Cowboys tried (unsuccessfully) to get back […]
Tax reform. The words are simultaneously exciting and terrifying as the Trump administration’s stated desire to close loopholes could easily affect some valuable deductions. Brian Graff, CEO of the American Retirement Association recently said. “I have generalized anxiety that isn’t from getting up here and speaking, but just from what’s going on and how it […]
As an employer, you’re aware that your employees need things…and they want things. For example, they need to be paid for the work they’re doing, they need to take breaks and they really need to do all of that HR stuff. By contrast, they want to install a slide instead of stairs, take Friday’s off […]
Will he or won’t he? That’s the question on the minds of tennis fans worldwide after seeing Roger Federer break through to win his first grand slam title in five years and 18th overall. Following the win, the now 35-year-old Federer said, “I HOPE to see you next year. If not, this was a wonderful […]
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Retirement Plan Trends
Here’s what we’re writing these days
Meet Our Team
Michael I. Gorelick, APR President – Senior Pension Consultant