Blog
Understanding Individual 401(k) Plans
If you're self-employed or own a small business, you've probably considered establishing a retirement plan. If you've done your homework, you likely know about simplified employee pensions (SEPs) and savings incentive match plans for employees (SIMPLE) IRA plans....
COVID-19 and Retirement
As 2020 comes to an end, more and more Americans are contemplating their decision to retire. Others are tapping their retirement savings, while some save more due to the economic fallout and impacts of COVID-19. A recent study by TD Ameritrade, the COVID-19 and...
Inflation and Taxes Could Rise. Are You Ready for Retirement?
Americans are starting to see the impact of increasing prices at the supermarket and the start of inflation. Also, clothing at retail stores is depleting as manufacturing has halted, creating demand for products ordinarily accessible. Today’s economic conditions are...
Crisis Preparation: Safeguarding Your Financial Future
Experiencing the death of a loved one and what can financially happen if not appropriately planned for is an unfortunate reality for many. Not having protection through insurance and legal documents can turn a tragic situation into a financial crisis. Having...
2019 IRS Tax Filing & Retirement Account Contribution Extensions
COVID-19 has changed the deadline for 2019 tax filings and retirement account contributions to July 15th, 2020. The tax filing deadline change is part of the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) stimulus package for tax payors. Additionally,...
Homelife and Remote Work: The New Normal
If you are working from home and receiving a paycheck during this pandemic, consider yourself lucky despite your confinement to one place. Most of us haven’t had the experience of our personal and work lives forcibly intertwine due to a large-scale public health...