Search
Filter by type
Library
Financial PlanningX
Library » 2021 Tax Filing Season Reminders
March 24, 2021 | Financial Planning
As tax season moves into full swing, we have several important reminders for taxpayers who are about to file their 2020 federal tax returns. 2020 was a year with many changes and challenges. While we did not see any major pieces of tax legislation passed, there were several temporary adjustments …
Audience
All AudiencesLibrary » Unpacking the American Rescue Plan of 2021 for Businesses
March 24, 2021 | Financial Planning
The American Rescue Plan Act (ARPA), signed by President Biden on March 11th, provides new funds and tax credits designed to help struggling small businesses recover from the ongoing pandemic. Below we list key details on the provisions that include tax relief, expansion of credits and …
Audience
All AudiencesFinancial Planning » 4 Questions to Ask Your Financial Advisor
March 23, 2021 | Financial Planning
Everyone wants to work with a financial advisor that’s right for them. But how do you know what advisor is right for you? You’re entrusting this individual with your financial well-being, so you should feel comfortable asking the tough questions. Some of the questions that follow may seem too …
Audience
All AudiencesLibrary » Unpacking the American Rescue Plan of 2021 for Individuals
March 23, 2021 | Financial Planning
On March 11th, President Biden signed his first significant piece of legislation into law, the American Rescue Plan Act (ARPA). ARPA is a $1.9 trillion rescue package designed to continue assisting the US’s recovery from the devastating economic and health effects of the ongoing COVID-19 pandemic. …
Audience
All AudiencesFinancial Planning » Women and Wealth
March 11, 2021 | Financial Planning
With Women’s History Month in full swing, we take a look at how women invest, what’s important to them, and how they are achieving success. Women think about money differently, invest it differently, and spend it differently. While motivations vary from person-to-person, as a whole, female …
Audience
All Audiences
Library » Cash Balance Plans for Owner-Only Businesses
March 03, 2021 | Financial Planning
There are over 26 million owner-only businesses in the nation today. Many of these businesses can benefit from substantially increased retirement savings through the use of cash balance or traditional defined benefit plans. In general, an owner-only business consists exclusively of owners, …
Financial Planning » Webinar: Top Planning Considerations for 2021
February 18, 2021 | Financial Planning
Every new year brings changes to tax laws, Social Security benefits, healthcare, and more. A newly elected President and proposed tax law changes coupled with the ongoing impact of Covid-19 have left many with questions. Please join us for our upcoming webinar where our …
Audience
All AudiencesFinancial Planning » 2021 Outlook Webinar: Light at the End of the Tunnel
January 22, 2021 | Financial Planning
Few would have thought that in the middle of the worst global pandemic in a century, the stock market would not just be doing okay, but would even be at all-time highs! The power of good investment advice is as important as ever. In this webinar, our Director of Investments, …
Audience
Individuals
Financial Planning » 10 Financial New Year’s Resolutions for 2021
January 08, 2021 | Financial Planning
The start of a new year goes hand in hand with making resolutions, and financial health tends to be one of the most popular topics. Although not all new year’s resolutions are successful, the list below should give you a good idea on how to keep financial resolutions throughout this year and …
Audience
IndividualsFinancial Planning » A First Glance at the Latest COVID-19 Relief Bill
December 31, 2020 | Financial Planning
Signed into law on December 27, the newest COVID-19 relief bill, formally known as the Consolidated Appropriations Act, 2021, is by far the largest bill ever enacted at well over 5000 pages. Not only does it provide an array of new relief measures, but it also includes the government omnibus …
Audience
All Audiences