With key provisions of the federal SECURE Act 2.0 now taking effect, a local fiduciary advisor is encouraging business owners to review and benchmark their 401(k) retirement plans to ensure they remain competitive, compliant, and cost-effective. More than 70 million Americans participate in employer-sponsored retirement plans such as 401(k)s, making…

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Owen Edwards discusses the retirement tax trap  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-discussing-the-retirement-tax-trap/ Owen highlights the importance of understanding required minimum distributions (RMDs), which the government mandates at certain ages, forcing withdrawals from retirement accounts. He emphasizes the need for a strategic approach to manage…

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Roma Pithadiya, President and CEO of Affordable Insurance and Financial Services (AIFS), was recently featured on FOX’s The Morning Blend, where she shared practical insights on helping families build financial security through strategic insurance planning, retirement preparation, and long-term wealth protection.  As a respected financial professional serving clients across Texas and beyond, Pithadiya has built…

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Manual Magic AI® Launches in the United States, Giving Franchisors and Multi-Site Operators a Faster, Smarter Way to Build Operations Manuals from Their Own IP

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For more than two decades, strategist and publisher Carol A. Santella has been known for helping professionals uncover what truly sets them apart in their field. It is what she calls their “Mark of Distinction.”

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