Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. So keep checking in. We’re glad to have you reading along.
Pay Attention to the Employee Retention Tax Credit
The Employee Retention Tax Credit (ERTC) is a refundable payroll tax credit that helps businesses keep employees on payroll, even if they are not working, during challenging economic times, such as the COVID-19 pandemic. ERTC was...
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Secure Act 2.0 - Where We are Now
In late December 2022, Congress passed the Consolidated Appropriations Bill (2023) that included provisions of a retirement bill now known as SECURE Act 2.0. The focus of the bill is retirement-based accounts, such as IRAs, Roth IRAs...
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Celebrate the Beginning of the School Year by Planning for the Future
Just like that, it’s back-to-school time. School supply wish lists have been distributed. Class schedules have been sent out. Students and teachers are preparing to return to their classrooms, and parents are looking forward to...
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Get Started on Your Retirement Planning Journey Today
School is out, and summer vacation is in full force. It can feel like a foray into retirement with the tradeoff of school schedules to leisure activities. Some of our staff and their families are spending time at the ballfield, while...
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Manage Your Risks and Protect Your Family with Insurance
Even with all the planning you do across multiple aspects of your life, unexpected events will occur, and you need to be as prepared for them as possible. When it comes to your family and their well-being, one of the most important...
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