For many retirees, the question isn’t whether to put an extra few hundred dollars toward the mortgage each month. Instead, it’s this: Should I use money from my investment accounts to pay off my remaining mortgage? It’s an understandable question. After years of saving and investing, it can be tempting to use part of your…
Reflections from Henry Ford I read a lot of business books, but every once in a while, I come across one that puts words around ideas I’ve believed for years. Science of Scaling by Dr. Benjamin Hardy and Blake Erickson was one of those books. At our annual planning meeting last year, we went around the…
A great retirement plan doesn’t happen by accident. It’s designed with purpose, built for simplicity, and supported every step of the way. At LifeSteps Financial, we believe a 401(k) plan should do more than check a box. Your company retirement plan should create real value for both employers and employees. Start with The Plan Design…
Reflections from Henry Ford Some books stay with you long after you’ve finished them. Unreasonable Hospitality by Will Guidara is one of those books for me. At first glance, it’s a book about restaurants—specifically the story of Eleven Madison Park and how its team transformed it into one of the most celebrated dining experiences in…
As a business owner, the decisions you make don’t just shape the future of your company. They influence the financial well-being of the people who help build it—your employees. One of the most impactful decisions you’ll make is your company’s 401(k) retirement plan. More than just a box to check on a list of employee…
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