Common Retirement Planning Mistakes and How to Avoid Them

Female business owner excited to invest in their retirement!

Retirement planning is a crucial aspect of financial management, yet many individuals make common mistakes that can impact their golden years. In this blog post, we’ll explore these pitfalls and provide insights on how to steer clear of them to ensure a secure and comfortable retirement. Procrastinating the Start: One of the most prevalent mistakes…

Read More

A New Way of Employment

Truly Bookkeeping’s goal as an employer is to create meaningful part-time employment opportunities that pay well and provide retirement benefits.  We believe this is the way that a lot of people, specifically parents, would prefer to work.   Historically, part-time employment + good pay, and retirement benefits didn’t go together.  Part-time employment has often been low…

Read More

How to Set up your Retirement Plan with Ease!

Have you heard of Vestwell? As a business owner, your to-do list is never-ending. From managing your staff to monitoring cash flow your hands are full. Retirement planning for yourself and your employees can easily get pushed to the bottom of the list. Before you know it, years have gone by and though you meant…

Read More

A Step-by-Step Guide to The Truly Profit Plan

A Step-by-Step Guide to The Truly Profit Plan If you have followed us for a while you likely know we are big fans of The Truly Profit Plan for business owners. We have discussed how the plan can help you save for retirement, make more money, budget more easily, and achieve those KPI’s.  During these…

Read More

How To Calculate What You Should Be Saving For Retirement

How To Calculate What You Should Be Saving For Retirement The older you get, the faster time goes. At least, that is what it feels like. One minute you just got married, the next you are teaching your kids how to drive. Time moves quickly. Which is why we encourage everyone, no matter their age,…

Read More

Pros & Cons of Selling Your Business When You Retire

Pros & Cons of Selling Your Business When You Retire Congratulations – after decades of hard work you are finally ready to retire. This is an exciting time but before you hand over the keys just yet, have you considered all the people you can hand over your keys to? Like many business owners, you…

Read More

Retirement Tips for Self-Employed Workers

Retirement Tips for Self-Employed Workers There are pros and cons to being self-employed. We get to manage our schedules, do what we love, and never have to submit vacation time for approval. The cons are equally important to pay attention to. Oftentimes as self-employed we miss out on some benefits like health care and a…

Read More

How to Begin Offering Retirement Benefits to Your Employees

How to Begin Offering Retirement Benefits to Your Employees When you begin to bring employees into your business, there are a number of ways you can make employment look more appealing. You can increase the rate, allow workers to work from home, or offer benefits like paid time off. One popular way to make a…

Read More

How to Optimize Your Retirement Plan if You Are Retiring Soon

How to Optimize Your Retirement Plan if You Are Retiring Soon We understand how retirement can sneak up on you. One minute it feels like you are starting your business and have plenty of time to save, the next you are considering how to sell your business and retire comfortably.  This is why we have…

Read More

How To Aggressively Save For Retirement in Your 20s

How To Aggressively Save For Retirement in Your 20s Plenty of us are procrastinators. We procrastinate on going to the gym, doing the dishes, the laundry, heck – most of us procrastinate on our taxes!  These procrastinations often affect our life in minimal ways.  However, procrastinating on preparing for retirement can have huge negative consequences…

Read More