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Solo 401(k) vs. Cash Balance Plans
Solo 401(k) vs. Cash Balance Plans

Solo 401(k) vs. Cash Balance Plans

Posted on November 12, 2025 by Correct Capital Team

Solo 401(k) vs. Cash Balance Plans: How Small Business Owners Can Max Out Their Retirement Savings When you run your own business, you don’t...
Why You Should Explore Roth Conversions Before Retirement
Why You Should Explore Roth Conversions Before Retirement

Why You Should Explore Roth Conversions Before Retirement

Posted on October 29, 2025 by Correct Capital Team

Why You Should Explore Roth Conversions Before Retirement Roth conversions can be an effective tax planning strategy before retirement because they allow you to...
How the OBBBA Affects Your Retirement Planning
How the OBBBA Affects Your Retirement Planning

How the OBBBA Affects Your Retirement Planning

Posted on October 14, 2025 by Correct Capital Team

The One Big Beautiful Bill Act (OBBBA) changes retirement planning by giving retirees a temporary new tax deduction, making today’s lower tax brackets permanent,...
Is your Retirement Plan Advisor Earning Their Fees?
Is your Retirement Plan Advisor Earning Their Fees?

Is your Retirement Plan Advisor Earning Their Fees?

Posted on June 25, 2025 by Correct Capital Team

Is your Retirement Plan Advisor Earning Their Fees? Are you getting what you’re paying for with your retirement plan? You’re far from the only...
Correct Capital Welcomes Financial Advisor Jonathan Horman
Correct Capital Welcomes Financial Advisor Jonathan Horman

Correct Capital Welcomes Financial Advisor Jonathan Horman

Posted on May 20, 2025 by Correct Capital Team

Correct Capital Wealth Management is growing! In this episode of Capital Conversations, Ryan Potts sits down with our new financial advisor Jonathan Horman to...
The Importance of Employee Education 401(k) Plans
The Importance of Employee Education 401(k) Plans

The Importance of Employee Education 401(k) Plans

Posted on April 10, 2025 by Correct Capital Team

The Importance of Employee Education 401(k) Plans. Employee education around 401(k) plans doesn’t just lead to better retirement outcomes. It builds confidence, increases participation,...
Women of Steel 2025 – A Transformative Experience
Women of Steel 2025 – A Transformative Experience

Women of Steel 2025 – A Transformative Experience

Posted on February 24, 2025 by Correct Capital Team

Women of Steel 2025 – A Transformative Experience By Kate Boschert, Relationship Manager at CCWM Celebrating Women in Construction and Other Industries Alexia Keil...
December & 2024 Market Recap – Looking Ahead to 2025
December & 2024 Market Recap – Looking Ahead to 2025

December & 2024 Market Recap – Looking Ahead to 2025

Posted on January 6, 2025 by Correct Capital Team

December & 2024 – Market Recap “2024 Review and Looking Ahead to 2025” Ryan Potts – Portfolio Manager As 2024 has ended and we...
Retirement Rule Changes Coming in 2025
Retirement Rule Changes Coming in 2025

Retirement Rule Changes Coming in 2025

Posted on January 6, 2025 by Correct Capital Team

Retirement Rule Changes Coming in 2025 As 2025 approaches, several important changes to retirement plans are on the horizon. These updates bring opportunities to...
Smart Planning for Retirement NOW | Introducing Kate Boschert
Smart Planning for Retirement NOW | Introducing Kate Boschert

Smart Planning for Retirement NOW | Introducing Kate Boschert

Posted on January 2, 2025 by Correct Capital Team

Invest in your future with experienced financial planners that help manage and grow your wealth. Correct Capital provides fiduciary financial advice for individuals and...

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