Blog
New IRS Changes for Retirement Plans in 2019
The IRS announced last month in November cost-of-living adjustments to limits on contributions to retirement plans for 2019. There hasn’t been an increase in some plan types since 2013, which is why now is a great time to take advantage of maximizing retirement...
Continuing Ed: Helping Create Quality Financial Advisors
Continuing education helps financial advisors stay informed of the latest industry and regulation changes while educating them on products and solutions to help their clients. Taking continuing education classes helps them become better at their job, too! Providing...
Your ‘To-Do’ List: Schedule a Fall Financial Review
Scheduling a fall financial review is especially important this year due to the Tax and Jobs Act and impending market changes. We’ve been enjoying a robust stock market which makes now a prime time to meet. Fall tends to be when people start thinking about next year...
College Planning Isn’t Just About 529 Plans
There is a growing trend in college planning where families hire an Independent Education Counselor (IEC) to help plan, execute strategies for the ACT or SAT testing and assist in applying to college in hopes of being accepted. IECs start working with families as...
Do You Understand Your Employee Benefits?
As we approach the end of 2018 many employers are scheduling their benefits meeting requiring you to select yours before the end of the year. Not all benefit options are the same and understanding each is crucial to making an informed decision. Ask your HR department...
5 Questions Answered: Social Security Retirement Benefits
How is my social security calculated? Social Security is calculated using your 35 highest paid earnings years and then averaged using the benefits calculation formula. You must have worked full time for at least 10 years to qualify for any social security retirement...