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Articles from our nationally recognized, weekly blog.
What the Proposed SECURE Act Means to You – 9 Major Changes
Recently, I’ve gotten a few questions about the proposed SECURE (Setting Every Community Up for Retirement Enhancement) Act that the House has proposed. Any time there is legislation on the table that affects retirement savings, many want to know more.
Tax Refund: Money You Don’t Want
It’s that season again. I’m talking about Tax Return season. If you’re like me, you frantically gather all those tax documents and await the day where you dump the mess into your CPA’s lap. “Good luck,” you say, then cross your fingers and hope you don’t get the unpleasant surprise of owing money. (That’s the […]
10 End of Year Planning Tips
With yearend upon us, life can get quite hectic. We’ve got vacations, holidays, and quality family time to juggle. While planning for all these, let’s make sure you don’t lose sight of some very important end of year financial planning tips.
12 End of Year Planning Tips
With year-end quickly approaching there are only a few more weeks to get those last minute planning items taken care of. Hopefully, these tips will motivate you to get off Santa’s naughty list and also help better position your finances.
Navigating the Chemours Deferred Compensation & RSP Restoration Plan
Right now, the Chemours (and several others) Deferred Compensation and RSP Restoration Plan are in an open enrollment period. This is a great opportunity to share with you how these plans work.
The Dow/DuPont Merger: What to Expect
There is little doubt – mergers can be frightening. Below is a list of what to consider, expect, and formulate as you go through what could be a tumultuous few years.
What the Proposed SECURE Act Means to You – 9 Major Changes
Recently, I’ve gotten a few questions about the proposed SECURE (Setting Every Community Up for Retirement Enhancement) Act that the House has proposed. Any time there is legislation on the table that affects retirement savings, many want to know more.
Tax Refund: Money You Don’t Want
It’s that season again. I’m talking about Tax Return season. If you’re like me, you frantically gather all those tax documents and await the day where you dump the mess into your CPA’s lap. “Good luck,” you say, then cross your fingers and hope you don’t get the unpleasant surprise of owing money. (That’s the […]
10 End of Year Planning Tips
With yearend upon us, life can get quite hectic. We’ve got vacations, holidays, and quality family time to juggle. While planning for all these, let’s make sure you don’t lose sight of some very important end of year financial planning tips.
12 End of Year Planning Tips
With year-end quickly approaching there are only a few more weeks to get those last minute planning items taken care of. Hopefully, these tips will motivate you to get off Santa’s naughty list and also help better position your finances.
Navigating the Chemours Deferred Compensation & RSP Restoration Plan
Right now, the Chemours (and several others) Deferred Compensation and RSP Restoration Plan are in an open enrollment period. This is a great opportunity to share with you how these plans work.
The Dow/DuPont Merger: What to Expect
There is little doubt – mergers can be frightening. Below is a list of what to consider, expect, and formulate as you go through what could be a tumultuous few years.