Articles by Thomas Charla

Contributing to qualified retirement plans is just part of the equation.

Set a plan for your savings goals as part of a long-term financial strategy.

Don't ask how much you will make, but how much you could make.

View the elimination of debt as a long-term financial goal and create a schedule and plan.

Help protect your business in case of a disability through overhead expense insurance.

Business owners, a successful benefit program can improve overall employee productivity.

Someday you'll have to turn over the reins to someone else. Plan for it.

After selling your business, you need a strategy to convert proceeds into sources of retirement income.

Is an advisory council, comprised of your business peers, right for your business?

By giving your employees effective financial education, you can help them reduce short-term financial stress.

Sorting your expenses between the necessary and discretionary will help prepare your budget for bumps.

Helping your employees keep their plans on track actually benefits your operation in the long run.

Paying off debt is important, but not at the expense of savings and retirement plans.

There are costs, seen and unseen, associated with employees fretting about their finances.

Sure, there’s financial planning. But retirement takes some organizational and emotional preparation too.

Understand the level of risk you are personally willing to accept before committing money to investments.

Helping employees with finances can add value to your business through productivity and talent gains.

Envisioning your retirement in three distinct stages, or "buckets," may help your planning.

Thomas Charla