Monarch Newsletters

Our Videos

Stories

You can't provide options, or solutions, for someone without knowing their story.

Here's the story of Monarch Retirement Solutions ... we're looking forward to hearing yours.

Expecting the Unexpected

Monarch's focus is on partnering with small business owners to plan for retirement. However, we all know that "The best-laid plans of mice and men / Go oft awry" (J Steinbeck)

A critical part of retirement planning is preparing for the unexpected along the way - making sure that you, your business, and your family are financially secure regardless of what the future holds.

Retirement Intentions

What do you intend to do when you retire? And will you have enough retirement savings? If not, small business owners and self-employed entrepreneurs have the option of sponsoring a qualified plan to make up the shortfall - not only will the plan promise to pay a specific amount at retirement, but all contributions to the plan are a top-line deduction for the business.

Missed Deadlines Means Missed Opportunities

Don't miss a great opportunity because you've missed a deadline! If you're a small business owner or self-employed, and are looking for top-line business deductions and ways to save more for retirement, there are 2 important deadlines you need to know.

A Picture Is Worth ....

I'm sure you've all heard of the phrase "a picture is worth 1,000 words". In this client's case, a picture was worth $100,000 in 2019 tax savings. How? Take a look ..

A Little Knowledge Can Be Dangerous

Sometimes knowing what you know, and what you don't, is crystal clear. But what if you think you know "enough"? At best, you'll get to where you're going, but it may take longer than needed. At worst, it could prevent you from ever reaching your goals. Take a look to hear my 3 pieces of advice for this Thanksgiving week ...

SEP Plans

In the first of a 7-part retirement plan series, we discuss what a SEP is, the pros and cons of a SEP, and what businesses are good candidates for SEPs.

Is a SEP plan right for your small business? Depends on what you're looking for in a retirement plan - give us a call to talk it through!

Recipes

The perfect retirement plan, like a good cookie, needs the right recipe. With the base ingredients from the IRS and ERISA, we can tweak the recipe to make the plan perfect for you.

Do Employees Matter?

As a small business owner, does it matter if you have employees or not when it comes to sponsoring a qualified retirement plan? The answer is both yes and no - take a look to see why...

Consistently
Re-evaluating Goals

As a business owner, setting goals, having dreams, and thinking of the future is exciting! But if you're serious about your goals, you need to consistently re-evaluate whether the goal still even makes sense, and if so, whether you're on track to get there - because the unexpected is bound to happen, and your goals should be fluid enough to change at the drop of a hat.

Maximizing Your Legacy

Are you aiming to leave a legacy to your children and grandchildren through your IRA? If so, the SECURE Act passed last December increases the taxes they'll pay, decreasing your legacy. We'll talk about what your options are to maximize your legacy, and minimize taxes and risk.

Maximizing Your Legacy

Are you aiming to leave a legacy to your children and grandchildren through your IRA? If so, the SECURE Act passed last December increases the taxes they'll pay, decreasing your legacy. We'll talk about what your options are to maximize your legacy, and minimize taxes and risk.

The Greater Good

As a small business owner, turning a profit is always a top priority. But investing your time, effort, and money in something you're passionate about, to help someone who is less fortunate than you, is just as important. Down the road, it may be you who needs the help.

Continuous Growth

Continuously growing, and learning, and pushing yourself outside your comfort zone is critical to success. Tune in to Facebook Live on Friday, 12pm EST, on Monarch Retirement Solution's page to hear our big news - it's time to fly a little higher!

Escalation

These are certainly trying times - states are escalating precautions taken to mitigate the spread of the coronavirus, and there's an escalation in worries for those who aren't financially secure.  Amidst the fears, and worries, and angst, is another escalation - an escalation in humanity.

We're all in it together. Let's make sure we all get through it together.

Budgets

Shelter in place: no travel, no get-togethers, no races, no events. This provides you with a great opportunity to get your financial house in order!

The first step is a budget - knowing your cashflow is a critical step in financial planning.

(513) 502-2637

Loveland OH 45140

©2019 by Monarch Financial Advisors