Archive for the
‘Business Planning’ Category

DC Plan Trends: Sponsors Focused on Improving Participant Outcomes

April 19, 2015

Business Planning, News, Retirement Planning

Defined contribution plan sponsors are rethinking ways to improve investment offerings in an attempt to elevate retirement outcomes for plan participants. The Towers Watson 2014 U.S. Defined Contribution Sponsor Survey revealed a few key themes. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FA-401K-form-stick-figure-holding-a-golden-key-in-front-of-a-gold-2015-300×300.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] Improving Portfolio Diversification Historically, DC investment options have leaned heavily […]

Deferral Rates Trump Fund Performance, Rebalancing as Key to Retirement Plan Success

March 23, 2015

phil

Business Planning, News, Retirement Planning

A study by the Putnam Institute, “Defined Contribution Plans: Missing the forest for the trees?” contends that while a number of variables, such as fund selection, asset allocation, portfolio rebalancing, and deferral rates all contribute to a defined contribution plan’s effectiveness — or lack thereof — it is deferral rates that should be placed near […]

Keeping the Most Important Appointment.

November 20, 2014

phil

Business Planning

Imagine being able to meet with someone who is totally in tune with the needs of your department, intimately knows the issues between you and your employees, bosses and coworkers and has a solid idea of how to correct difficulties. Now that would be a person to meet with. [images style=”2″ image=”http%3A%2F%2Frebelfinancialllc.com%2Fwp-content%2Fuploads%2FCircle-the-date-calendar.jpg” width=”360″ align=”right” top_margin=”25″ […]

Why? – From the R&D Department of TSOD

November 20, 2014

phil

Business Planning

Why – Why – Why? Most of us as children have frustrated a parent or other adult by asking a seemingly endless series of “why” questions. [images style=”2″ image=”http%3A%2F%2Frebelfinancialllc.com%2Fwp-content%2Fuploads%2Fwhy-Picture.jpg” width=”360″ align=”right” top_margin=”25″ bottom_margin=”25″ left_margin=”25″ right_margin=”25″ full_width=”Y”] “Why is the sky blue?” “Because the molecules in the air scatter blue light from the sun more than […]

I’m Self-Employed. How Can I Get Health Insurance?

October 31, 2014

phil

Business Planning, Insurance Planning, News

Self-employment is an important career choice for many people, and it is an option elected by many seniors and baby boomers. But with this choice comes the need to provide your own health insurance, which can be a formidable expense. And, thanks to the Affordable Care Act, a necessary one starting in 2014. If you […]

Insuring Your Business With a Buy/Sell Agreement

June 27, 2014

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Business Planning, News

Insuring Your Business With a Buy/Sell Agreement Life insurance is designed to help protect a household from the financial hardships that may follow the untimely death of a primary wage earner. But how will a death affect a small business? One way of safeguarding a business is to create a buy-sell agreement. A buy-sell agreement […]

Employers Ramping Up Retirement Plan Features, Advisory Services

May 20, 2014

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Business Planning, News, Retirement Planning

Employers are enhancing their retirement plans and increasing access to professional investment advice in an attempt to bolster employee retirement readiness.A new study by Aon Hewitt, which polled more than 400 plan sponsors serving 10 million plan participants, revealed a number of initiatives being taken to strengthen employee ability to achieve greater financial security in […]

Succeeding at Business Succession

May 6, 2014

phil

Business Planning, Estate Planning, News

LegalZoom reported that 75% of small-business owners have no formal succession plan.¹ While the number may shock, it doesn’t surprise since so many small business owners are consumed by the myriad responsibilities of running their businesses.Nevertheless, owners ignore succession planning at their peril, and possibly at the peril of their heirs. There a number of […]

What is the Value of Your Business?

May 6, 2014

phil

Business Planning, Estate Planning, News

Only 30% of all businesses put on the market for sale are actually sold, according to the National Federation of Independent Business.¹As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate tax estimates, or qualifying for a loan. There are a number of valuation […]

Choosing a Business Structure

May 6, 2014

phil

Business Planning, News

After years of declines, new business formation rose in 2011 for the first time since 2006, according to a most recent statistics compiled by the Kauffmann Foundation.¹ For individuals pursuing the dream of exercising their entrepreneurial muscles, they will face the same question, “Which business structure should I adopt?”Each option presents its own set of […]

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management and practices, view our (Form ADV, Part2A) and Disclosures.Contact: 614-441-9605 / support@rebelfinancial.com Address: 5940 Clyde Moore Dr, Columbus, OH 43125Fiduciary & Fee-Only Financial Advisors and Planners

Archive for the‘Business Planning’ Category

Archive for the
‘Business Planning’ Category