Business Before Breakfast

03/09/2024

Eric Had been Vital in the entirety of this process. We went from me not knowing where even start and all the obstacles we had to making it reality. Eric is great at communicating on everything, and very quick at running numbers for any scenarios I had for him. Eric Clay is a great one to have on a....

03/09/2024

Are you curious why you need life insurance? Learn from New York Life six reasons why buying life insurance is about protecting the ones you love.

10/26/2023

10/25/2023

09/21/2023

Are there potentially unclaimed retirement funds waiting for you? Around 25% of 401(k) plans are abandoned or forgotten, per recent estimates1. Curious about unclaimed benefits for you? Read this guide to know for sure:

https://bit.ly/44SSlYC

If you have any questions about your financial goals for retirement, please don't hesitate to get in touch.

1. Capitalize. The True Cost of Forgotten 401(k) Accounts (2023). Accessed Jul 31, 2023.

06/26/2023

NETWORKING EVENT 6/28 5:30PM!

We will be meeting at the Towne Tavern & Treehouse in Pembroke! Come join us!

Find your Towne Tavern & Tap in Pembroke, MA. Explore our locations with directions and photos.

06/28/2021

A message from: Joshua Woerdeman, The Woerdeman Financial Group

Sole Proprietors and Partnerships: Are you established as an S-Corp? If you're an S-Corp, are you taking advantage of pre-tax savings? If you're not incorporated, why aren't you?

S-Corporations are pass through entities, meaning income is not taxed until it reaches the employee's hands.

Put that pre-tax money to work with a solo 401k. Be able to defer up to 56 grand a year rather than sit in the corporate account, not to mention, a very affordable way to save for retirement compared to traditional 401k companies!

01/28/2021

07/20/2020

"We can not say enough great things about Eric Clay. Eric was a pleasure to work with and we st ..."