July 9, 2020
For millennials and Gen X, there is still plenty of time to craft an effective retirement planning strategy to set them up for a smooth road to retiring. Here are our tips to get started:
Articles
July 6, 2020
some of the CARES Act's provisions aimed at retirement accounts can also benefit those who are as yet untouched by the coronavirus crisis. Learn more about the specific retirement assistance conta...
July 2, 2020
During these uncertain times, changing jobs is something a lot of people are having to face and with that comes some questions. What should you do with the money in your retirement plan? Here are ...
July 1, 2020
Today is Financial Freedom Day! Financial freedom is a goal for many people, but it isn't always easy especially if you don't know where to start. It begins with developing a mindset that aligns wi...
June 22, 2020
529 plans can be a great way to save for college, but they're not the only way. When you're investing for a major goal like education, it makes sense to be familiar with all of your options.
June 16, 2020
Staying the course through market volatility has different implications at ages 20, 30, 40, 50, and into retirement. Check out these tips.
June 9, 2020
Business succession planning can help create retirement income for a retiring business owner and facilitate the transfer of operations and/or ownership to family or another entity. A succession pl...
May 27, 2020
Most people don't prepare to invest and that's a big mistake. Learn why here.
May 15, 2020
Involving family members in your business isn’t a course of action to take lightly. If you are considering this option, it is best to approach it as seriously and professionally as you would any o...
May 5, 2020
During Public Service Recognition Week and Firefighter Day this May, we'd like to take a look at the tireless efforts these people are making while dealing with the coronavirus crisis on the front...
April 29, 2020
The CARES Act has two provisions designed to help struggling businesses: The Paycheck Protection Program and Economic Injury Disaster Loans. Learn how these programs function and how they can help ...
April 22, 2020
The CARES Act: A quick summary of the biggest economic bill in history for individuals .
April 21, 2020
The following FAQ provides information about the major programs and initiatives available from the Small Business Administration (SBA) to address needs your organization may have, as well as some a...
March 9, 2020
Eventually, each must consider life beyond his or her career and the benefits offered through, and outside of, the public school retirement system.
March 5, 2020
In a move in which the timing was more compelling than the decision itself, the Federal Reserve (Fed) announced that it unanimously decided to cut its policy rate by 50 basis points.
March 3, 2020
As you tackle washing windows, cleaning carpets, and sorting out the garage, don’t forget to consider your finances. Check out these tips to successfully spring clean your finances.
February 28, 2020
Employers are legally obligated to withhold payroll and income taxes from their employees' paychecks. As an employee, you should review withholding taxes so that you understand what is being taken ...
February 25, 2020
News that the coronavirus has spread to South Korea, Italy, Japan, and Iran, has led to massive selling around the globe, with many European markets closing down more than 4%. U.S. stock markets ar...
February 22, 2020
If you file by the end of February, you should receive your check within six weeks. But, if you delay and file in April when the Internal Revenue Service is inundated by forms from other last minu...
February 18, 2020
The Social Security Administration has stopped mailing out most yearly statements, but you can estimate your retirement benefit online.
February 13, 2020
Unlike earlier generations of retirees, who paid off first mortgages and retired at the family homestead, some of today’s baby boomers are looking to capitalize on home equity to enhance their ret...
February 10, 2020
For all employers, offering retirement benefits can play a fundamental role in recruiting and retaining qualified employees. Yet, despite the obvious advantages that come with helping workers save ...
February 10, 2020
If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer's retirement plan? Although many people choose to take a cash distribution, th...
January 28, 2020
Today, there is financial advice readily available on dozens of sites, blogs and tools. Is a real-world, human advisor still worth it for the modern investor?
January 24, 2020
With the decline of traditional pensions, most of us are now responsible for squirreling away money for our own retirement.
January 21, 2020
Do you know the differences between a CFP, a CFA and a CPA? Read this blog to learn what certifications to look for in a wealth advisor.
January 14, 2020
Are you in your 30s and falling behind on retirement savings? It’s not too late for you to take advantage of all that the markets have to offer. Follow these tips to get started.
January 14, 2020
If you’re a Millennial and unsure of how to invest wisely, here are five tips to get you started.
January 10, 2020
The Setting Every Community Up for Retirement Enhancement Act of 2019 – the SECURE Act – passed the House of Representatives earlier this year and was approved by the Senate and signed by President...
January 7, 2020
For some, $1,000 is a drop in the bucket. For others, it’s a fortune. Regardless of what it means to you, here are some ways to put it this money to work and improve your life.
January 3, 2020
That saying still rings true roughly 300 years after the former statesman coined it. Yet, by formulating a tax-efficient investment and distribution strategy, retirees may keep more of their hard-e...
December 31, 2019
Although vacations can offer wonderful experiences and memories, they shouldn’t get in the way of retirement savings. Here’s how to find the balance and work both into your life.
December 30, 2019
If you want your money to last, if you want to live comfortably in your 60s, 70s, 80s and beyond, you should consider some common concerns, including:
December 27, 2019
Now that you've officially joined the ranks of pre-retirees — people who are around five or ten years away from retiring — you probably have a much better idea of what you want. It's time to put th...
December 24, 2019
When financial trouble strikes, falling deeper into debt is one thing you want to do your best to avoid. Make sure you have an emergency fund set up to stay protected.
December 23, 2019
Generally, people put off tax planning because paying income taxes is an obligation. So, this “negative” view causes frustration. It is often simpler to say, “Let’s see how everything shakes out be...
December 17, 2019
For many years, the conventional wisdom has been that you need to save $1 million for a comfortable retirement. Is this still an accurate (or realistic) goal?
December 16, 2019
When it comes to saving for retirement, maybe you've done everything right. You started early, maxed out your 401(k) plan, invested in a diversified portfolio and avoided costly mistakes, such as c...
December 13, 2019
There are no great secrets where tax planning and tax-cutting are concerned. The principles around which all tax-cutting strategies revolve can be reduced to six basics.
December 12, 2019
If you are age 70½ or older and charitably minded, you may wish to consider tapping your individual retirement account (IRA). The qualified charitable distribution (QCD), also known as an IRA chari...
December 11, 2019
Congress permanently extended the rule allowing taxpayers to exclude from taxable income certain IRA distributions made directly to a qualified charity. Otherwise known as qualified charitable dist...