Financial, Investment and Estate Planning Blog

Offering an employer-sponsored retirement plan is a vital component in any business growth and employee retention strategy. But setting up and managing that plan requires substantial knowledge of federal rules and regulations, as well as an understanding of the plan structure (so you and your employees can reap the most benefit). It's complicated, ...

After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus, as the U.S. could become unable to pay its bills as soon as June 1. There's nothing like an impending deadline to force action. What is the debt ceiling?The debt ceiling is the amount of money the U.S. is authorized to borrow to pay its bil...

In the series of emails we've sent on emergency preparedness and disaster recovery, we've discussed how to prepare for the unthinkable, how to survive a catastrophe, and how to recover financially. The last piece of the puzzle has to do with valuables and essential documents. Check out the Department of Homeland Security's helpful page -- where you...

Join us in honoring the brave men and women who made the ultimate sacrifice for their country. Lest we forget.. 

As an employer, you have a unique opportunity to help not only with your employees' professional development, but with their personal journeys as well.For example, Employer-Sponsored Retirement Plans are about so much more than just helping your employees save for retirement. As a business owner, when you offer a retirement savings plan to your emp...

No matter where you live in the United States, odds are you'll eventually experience some kind of natural disaster that impacts your home, your family, your lifestyle, and even your income. In recent years, we've seen high incidences of drought and wildfires in the western states, hurricanes and flooding in the southeast, and plenty more severe env...

As a small business owner, you're always looking to attract and retain top talent. Offering a retirement plan is an excellent way to provide employees with a competitive benefits package while helping them save for the future. You know that planning for retirement is essential, but finding the right plan for your business can be be daunting, given ...

What's not to love about May! As the days get longer and the weather gets warmer, May brings a host of reasons to celebrate. It's the perfect time of year to get outside, appreciate the beauty of nature, and spend time with loved ones. And with so many special observances happening this month, there's plenty of cause for excitement.May is Pet Month...

Happy April Greetings! What do rain showers, baseball, and Earth Day have in common? They all happen in April! So whether you're anticipating May flowers, enjoying the opening of our national pastime, or renewing your focus on the environment, there's much to enjoy this month.April is Financial Literacy Month, a time to promote and increase awarene...

April is Financial Literacy month! It's a great reminder of the importance of using a budget to manage your finances and achieve your goals. So, in the spirit of becoming more financially proficient, we'd like to offer some steps you can follow to create or improve your budget:1. Determine your income: Calculate all the money you receive each month...