The Client Library is filled with multitudes of articles on multitudes of topics. From "what's a 401k?" to "What steps can I take to actually retire?"; find the answers you need, then meet with us to help make it happen.
If your employer has recently made an adjustment to its 401(k) offerings, you may be considering how this could impact your future retirement - and what next steps you should be taking.
Self-employed individuals and small businesses account for a significant portion of our country’s economy. During a global pandemic, like the one we’re experiencing now, small businesses suffer some of the hardest hits. On March 27, 2020, President Donald Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law, allocating funding to support the U.S. economy and workers through the coronavirus outbreak.
In wake of the COVID-19 pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act has been passed. Here's a quick breakdown of how businesses and individuals can expect to be impacted.
While many investors are losing confidence in their investments due to the recent market volatility, there are those out there who may find this an opportune time to pad their portfolio. But before you do, take these considerations into account. Then, if you're still interested, get in touch with your investment advisor to review your options.
In this issue: - Six Most Missed Deductions - Secure Act Changes - When Should I File My Tax Return?
The current volatility of the stock market seems daunting and can cause some tension. While the shake-ups in the market is certainly cause for pause, it is important to keep perspective. Investment decisions should be based on sound principles, and good information rather than out of worry. We keep an eye on the long term, and encourage you to do the same!