Articles | South Bay Planning Group

South Bay Planning Articles

We stay informed on the financial industry so we can keep

our community updated on relevant planning topics.

5 Tips To Help Your Retirement Savings Last As Long As You Live

Running out of money while in retirement is a major concern for many.

Here are some strategies to implement which may help your savings last.

Author: Matthew Stratman

How A Cash-Balance Retirement Plan Can Help Business Owners

Cash-balance plans have been growing in popularity. This little-known

strategy can cut taxes while paying business owners at the same time.

Author: Matthew Stratman

Small Business Owner: Are You Retirement-Ready?

Are you a small business owner and preparing for retirement?

Read here to discover how you can prepare your portfolio and business for the future!

Author: Matthew Stratman

From Bull To Bear: 4 Ways To Prepare Your Portfolio

The bond market has seen a bull run for several years, but many financial professionals believe a bear market is on the horizon.

Read here to find out how to better prepare your portfolio!

Author: Matthew Stratman