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

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…
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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…
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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…
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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…
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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…
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Save & Invest Even if Money Is Tight

Aug 24, 2018
For millennials, today is the right time. If you are under 30, you have likely heard that now is the ideal time to save and…
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Leaving a Legacy to Your Grandkids

Aug 21, 2018
Now is the time to explore the possibilities. A family legacy can have multiple aspects. It can include much more than heirlooms and appreciated assets.…
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Build Your Rainy Day Fund

Aug 16, 2018
Sometimes, life gets expensive. A little bad luck or a twist of fate can hit us right in the checkbook and challenge us to live…
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What Women Shouldn’t Retire Without

Jun 11, 2018
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security…
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The A, B, C, & D of Medicare

Jun 07, 2018
Parts A & B: Original Medicare. America created a national health insurance program for seniors in 1965 with two components. Part A is hospital insurance. It…
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