Insights

We’ll help you stay informed about issues that are important to you.

Knowledge is the key to success. With that in mind, we built an online library of the most pertinent information. Here you can stay up to date on news and other information that could affect your income, your business or your retirement plan.


Insights

Your 2019 Financial To-Do List

Nov 29, 2018
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2019? Now…
Read More

Is Generation X Preparing Adequately for Retirement?

Nov 15, 2018
If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event…
Read More

When a Windfall Comes Your Way

Oct 11, 2018
What do you do with big money? Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address…
Read More

Taking a Loan from Your Retirement Plan = Bad Idea?

Oct 09, 2018
Why you should probably refrain from making this move. Thinking about borrowing money from your 401(k), 403(b), or 457 account? Think twice about that because…
Read More

When Is Social Security Income Taxable?

Oct 03, 2018
To find out, look closely at two factors. Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you…
Read More

Debunking a Few Popular Retirement Myths

Oct 01, 2018
It seems high time to dispel some of these misconceptions. Generalizations about money and retirement linger. Some have been around for decades, and some new…
Read More

Smart Financial & Insurance Moves for New Parents

Sep 27, 2018
As you start a family, consider these ideas. Being a parent means being responsible to a degree you never have been before. That elevated responsibility…
Read More

Retirees, Check Your Withholding

Sep 20, 2018
It may need to be adjusted due to the 2017 federal tax reforms. The Internal Revenue Service has a message for you. You may need…
Read More

Getting Your Personal Finances in Shape for 2019

Sep 17, 2018
Fall is a good time to assess where you stand and where you could be. You need not wait for 2019 to plan improvements to…
Read More

Discover the 403(b)

Sep 12, 2018
This retirement plan allows teachers & employees of non-profits to invest for their futures.  Does your spouse contribute to a 401(k)? You are probably eligible…
Read More