Advisor Insights: OBBBA – Key Takeaways for Businesses

AJ Kelleher, Managing Partner, Moneco Advisors Hamden, CT

The newly enacted One Big Beautiful Bill Act (OBBBA) delivers sweeping tax changes for business owners. These provisions could boost cash flow, accelerate deductions, and shape your entity and investment decisions for years to come—but they also come with trade-offs and planning considerations. Check out our Advisor Insights article below, to help you interpret how the […]

Advisor Insights: Rethinking Retirement Plans: Advantages of PEPs

People engaged in financial planning

Solving the Retirement Challenge for Small Businesses Retirement benefits are crucial for attracting and retaining top talent. Yet, traditional 401(k) plans often pose challenges for small businesses, including high costs, administrative burdens, and compliance complexities. These hurdles can make it difficult for employers to provide meaningful benefits, leading to missed opportunities in talent acquisition and […]