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

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

Underappreciated Options for Building Retirement Savings

Sep 05, 2018
There are a number of well-known retirement savings vehicles, used by millions. Are there other, relatively obscure retirement savings accounts worthy of attention? Are there…
Read More

Financial Considerations When Buying a Car

Aug 28, 2018
Things to think about before heading to a dealership. Time to buy a car? Short of buying a house, this is one on the most…
Read More