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How an End-of-Year Investment Checkup Keeps You on Track for Your Investment Goals
It’s that special time of year: Time to make sure your financial goals are on track and that your investment strategy will get you there.Of course, this is something that we can help you with all year long, but year-end is a particularly good time to check in on both Read More
Top Retirement Risks: What to Know & How to Prepare
Risk: Life is full of it, and that doesn’t stop when you hit your retirement years. Even if you spend decades planning and judiciously saving for retirement, you still face the unexpected hiccups that could disrupt all you’ve planned. Part of careful financial planning includes accounting for risks. How Read More
Supplemental Executive Retirement Plans: What They Are
You’ve seen the acronym SERP, but what exactly are these retirement plans, and how do they differ from other retirement benefits? A supplemental executive retirement plan (SERP) is one way businesses can reward and retain key employees. Here are the top three things you need to know about these plans as Read More
For Your Small Business: End-of-Year Tax Tips
It’s that special time of year: Q4, when small businesses owners start thinking about year-end tax planning. Get ahead of the game with our 10 tax tips. Tip #1: Make sure your books are in order If you’re managing a small business (meaning, you don’t have an entire dedicated Read More
Retirement Facts You May Not Know
We all have a goal to retire comfortably, whether we plan to retire early, at age 65 or continue to work after the average retirement age. Knowing these retirement facts could help you do just that. #1 Your retirement could be 30 years or longer. Think about it: If Read More
Social Security COLA 2022: What You Need to Know
The Social Security Cost of Living Adjustment just had the biggest boost in 40 years. Here are all the details. There have been many economic impacts as a result of the pandemic, and here’s another one: the Social Security Administration (SSA) just announced it will increase benefits by 5.9% in Read More