While the prospect of a high-value exit is enticing, sound financial planning demands a more cautious and diversified ...

Roughly half of America’s workforce lacks access to a retirement plan—and the majority of employers not offering plans are small businesses. According to the U.S. Census Bureau and the U.S. Small ...

This is a familiar story among entrepreneurs. Having bootstrapped your business and reinvested everything to scale, you’re in your 40s or 50s with little retirement savings. Don’t worry, you’re not ...

A new study from Capital Group highlights a generational divide among US small business owners when it comes to offering retirement plans, with millennial entrepreneurs leading the way in prioritizing ...

More than 40% of eligible small business employees do not participate in their retirement plans, according to a study by Vanguard. The assets in small business retirement plans grew to an average of ...

A Capital Group report reveals generational and gender disparities in small-business retirement plan readiness. Millennials prioritize retirement plans more than Gen X, while women face more barriers ...

Business owners pose a unique challenge for financial advisors when it comes to retirement planning. With their often highly concentrated wealth and entrepreneurial mindsets, business owners don't fit ...

Small business owners who work with a financial professional expect to retire seven years earlier, according to an Equitable and SCORE study. Behind any good small business retirement plan health is ...

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. Gen X business owners are "scrappy, independent folks," but that grit comes with a ...

Having a small business doesn't have to mean sacrificing the ability to offer workforces a complete retirement package. According to a 2024 study by the Employee Benefit Research Institute, only 38% ...

ShareBuilder 401k, a leading firm providing economical, all-ETF 401(k) retirement programs for small and medium-sized enterprises, today announced it is dropping all setup costs for mid and small ...

Freelancers and small business owners can save big for retirement. We compare the SEP IRA and Solo 401(k), including 2025 and 2026 contribution limits, to help you choose.