Ubiquity Blog

11 May 2018

3 Things Every Small Business Owner Needs to Know About Employee Retirement

Small Businesses have a big retirement problem. According to Bureau of Labor Statistics, at companies…

21 Mar 2018

The Best Place to Live in Retirement

As you are planning your retirement, it is fun to think about moving somewhere new,…

28 Feb 2018

Want More Money in Retirement? Cut Down on Taco Tuesday

As tongue and cheek as this may be, it's easy to nickel and dime your…

18 Jan 2018

5 Easy Tips to Make Tax Time Less Taxing

This year’s tax time deadline is April 17, 2018. To help you prepare, our partner,…

16 Jan 2018

Brush Up on Your Savings Skills With These 5 Twitter Chats

The New Year is is a great time to check in on your financial plan,…

11 Jan 2018

Small Business 401k Misconceptions

There are many small business 401k misconceptions which are largely due to small business owners…

8 Jan 2018

Preparing for the Unexpected with Emergency Savings

Preparing for the unexpected with emergency savings can be difficult, particularly if you don't have that…

6 Jan 2018

Learn How to Stop These 3 Bad Financial Habits

Everyone is guilty of falling into bad habits, especially given the fast-paced world we live…

2 Jan 2018

What Is a Form 5500? Watch this Video

What is a form 5500? For employees, taxes are done when the W-2 is filed.…

2 Jan 2018

Can You Take a Loan From Your 401k?

This week’s question comes from Casey who asked whether you need a spouse’s consent before…

21 Dec 2017

Greetings from Paris, Circa 2039

Hey there present-day Lisa – it’s me, future Lisa, I just wanted to send you…