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Rebecca Galliford, CFP®

Wealth Management Consultant

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 …

James Esposito

Qualified Plans Consultant

Library » Cash Balance Plans for Owner-Only Businesses

October 02, 2020 | 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, …

Margaret Jeffries, CFP®

Wealth Management Consultant

Financial Planning » Rollover Reminder: Deadline Approaching

August 17, 2020 | Financial Planning

As the end of August quickly approaches, it’s worth reminding retirement account owners and beneficiaries that they have until the end of the month to return (rollover) any Required Minimum Distribution (RMD) amounts withdrawn so far in 2020. Individuals should also ensure that they’ve …

Tom Lesko

Senior Wealth Management Consultant

Financial Planning » 3 Important Considerations When Drafting Your Will

August 11, 2020 | Financial Planning

We often think of August as the “dog days of summer,” but did you know it’s National Make A Will Month? While I didn’t, I can understand why a month has been dedicated to raise awareness about making a will. A will is the most important document in an estate plan because it’s the primary …

Tom Stedman

Associate Wealth Management Consultant

Financial Planning » Take Advantage of the Extended Tax Deadline

July 07, 2020 | Financial Planning

In response to the Coronavirus pandemic, on March 21, 2020, the Internal Revenue Service (IRS) automatically extended the federal income tax filing due date from April 15, 2020, to July 15, 2020. While talks fell short of extending the deadline past July 15th, the IRS urges taxpayers to request …


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