Blog
Income Tax Checklist to Stay on Track
Tax time is upon us and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to help with that...
Read MoreShould you offer a retirement plan?
As an entrepreneur, you may have spent years learning your craft, developing your abilities and growing your business. In fact, it’s probably fair to say that by now, you’re an expert! But unless your business specializes...
Read MoreFebruary 2021: Retirement Readiness
Our newsletter this month features a few facts we think may surprise most folks when it comes to retirement, highlights some uncertainties we all face that can erode our sense of confidence, touches on common mistakes you can avoid...
Read MoreWhen was the last time you updated your beneficiaries?
Insurance: we all hope to not need it, but wouldn’t want to be without it when we do. Car insurance, health insurance, life insurance, home insurance… you and your spouse probably have most – if not all –...
Read MoreQuick Facts About the New Stimulus Package
In late December, Congress passed a $900 billion stimulus package, which included $600 checks to qualifying citizens. We wanted to send along some highlights from the bill which include:Stimulus Payments. The IRS and the Treasury have...
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Newly Announced IRS Retirement Plan Limits for 2021
Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.For...
Read MoreRe: Pandemics and stock markets (lessons from the 1918 Spanish Flu)
Dear valued client, The pandemic is here and we’ve found ourselves in bear country without enough toilet paper. When markets fall as rapidly as they have over the last few weeks and the country is going into lockdown, it’s...
Read MoreWhat's with the dog?
What’s with the dog you ask? Here is the story. I’ve worked closely with educators for many years, so I understand just how hard it is for you to find time to focus on your retirement. You arrive at school early, leave late...
Read MoreWhat if my account is orphaned?
According to an article written for InvestmentNews that states that many firms have been cutting service to smaller accounts in order to reduce costs, thus creating an orphaned account. Orphaned accounts are accounts that were...
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