2021 Contribution Limits & Tax Reference
Click the link below to download 2021 Contribution Limits & Tax Reference
3 Ways to Invest in Your Children—That Cost You Close to Nothing
When you think about investing in your children, you probably think of saving for college. Or maybe providing things like a private school education, music lessons, or a trust fund come to mind. But there’s another kind of investment in your children that’s arguably more important than any other you can make—investing in your relationship. [...]
Q1 2020 Market Review
Find Q1 2020 Market Review Slides here.
2019 Annual Market Review
The US stock market, as represented by the S&P 500, finished up 9.07% on the quarter, adding to a slightly positive return in the third quarter and closing the year up 31.49%.
2020 Contribution Limits & Tax Reference
This summary will provide you with guidance on 2020 Benefit Contribution Limits and tax details.
SECURE Act Passed
It has been a whirlwind week with the House voting to impeach the President. What has nearly gotten lost in the news is that the Senate attached the SECURE Act (Setting Every Community Up for Retirement Enhancement) to the December 20 fiscal 2020 spending authorization bill.
Q3 2019 Economic Review
The US economy, while slowing, has remained relatively strong as the global economy trudges along. However, the markets, the media and may in the investment community believe that tough times lay ahead both at home and abroad. Click here to read the full article Q3 2019 Economic Review
Happy Families Share Traditions and Stories
In the last year and a half, as I have spent more time with family members due to illnesses, I realized there were so many stories I had never heard. It prompted me to start asking more questions when we were together, like what are some of your favorite childhood memories and what traditions did [...]
Important Tips for Choosing Company Benefits
It is that time of year when you get to reassess what to select for your company benefits. Here are some things to consider as you make your elections: HSA (Health Savings Account) If you participate in a high deductible health plan, you have the ability to contribute to an HSA. Families can contribute a [...]
7 Steps to Simplify Your Holiday Season
1. Make a list of who you want to spend time with and schedule those dates now. 2. Only take out the decorations that you LOVE. What you don’t take out, you don’t have to put back. 3. Don’t be afraid to say no. Stick to the things that are most important to you to [...]