Author Archives: wallman
2022 Solo 401K Fact Sheet & Details
- 14th Friday 2022
- Articles
Fact sheets on Solo 401(K)'s updated for 2022.
Continue Reading....2021 Q4 Guide to the Markets
- 10th Sunday 2021
- Articles
Stay updated with the market for the end of the year.
Continue Reading....3rd Quarter Guide to the Markets for 2021
- 12th Monday 2021
- Articles
Keep apprised of the markets as we go through the 3rd quarter of 2021.
Continue Reading....My First Seminar Invitation
- 20th Sunday 2021
- Articles
I wanted to share one of my first seminar invitations from 1997 in honor of PRIDE Month.
Continue Reading....The Individual 401(k) for the Solopreneur
- 12th Saturday 2021
- Articles
How do you put money aside for retirement when you’re self-employed?
Continue Reading....Tax & Estate Strategies for Married LGBTQ+ Couples
- 1st Tuesday 2021
- Articles
In this age of marriage equality, there are new possibilities.
Continue Reading....2nd Quarter Guide to the Markets for 2021
- 14th Friday 2021
- Articles
Stay informed about the markets.
Continue Reading....1st Quarter Guide to the Markets for 2021
- 6th Wednesday 2021
- Articles
A new year brings new information. Review the 1st Quarter 2021 Guide to the Markets.
Continue Reading....The Solo 401(k)
- 19th Saturday 2020
- Articles
A retirement investment vehicle designed for small.
Continue Reading....3rd Quarter Guide to the Markets FY2020
- 19th Saturday 2020
- Articles
A complimentary report to help you understand the market for the 3rd quarter of the year.
Continue Reading....