The Silicon Valley Bank Collapse
On February 14th 2023, Forbes came out with a list of America’s Best Banks. Silicon Valley Bank was listed as number 20. In February Jim
Why Employee Benefit Plans Make Sense
Over time, there has been an increase in the number of employers offering employee benefit packages for their workers. As a business, you might be
Women’s Financial Empowerment: The Challenge of Financial Wellness and Why We Need Women’s History Month
March is Women’s History Month, a month-long celebration of female empowerment1. This effort includes advocating for better representation in the workforce, pay parity and improved
5 Last Minute Considerations Before Tax Day
With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the
Plan a Date for a Heart-to-Heart Couple’s Talk About Retirement Planning
Retirement planning may not be your idea of an exciting date night. However, retirement strategies and goals are so varied that couples in committed relationships
3 U.S. Presidents Who Still Influence Your Retirement Planning Today
Each year, Presidents’ Day is celebrated on the third Monday in February, paying tribute to George Washington, Abraham Lincoln, and the other U.S. presidents who
SECURE Act 2.0: 5 Major Changes
On December 20, 2022 SECURE Act 2.0 was signed into law. It’s primary objectives are to increase Americans’ retirement savings, reduce costs for employers who
3 Reasons to Review Your Beneficiaries Now
Most types of financial accounts allow you to designate a beneficiary, from checking and savings accounts to life insurance policies, 401(k)s, IRAs, pensions, and trusts.
5 Types of Retirement Plans for Small Business Owners
Small business owners are different from the average hourly employee in a lot of ways. One often-overlooked difference is how they plan for retirement. Although