Planning matters

Changing Jobs? Some Items to Consider

Whether planned or unexpected, changing jobs can result in some big decisions to make.  Should you take your old employer’s retirement plan money with you? Which benefit options should you choose? How will your job change impact your financial situation and future goals? These are just a few of the questions you’ll need to consider….

Read More

Unraveling What Chapter 11 Bankruptcy Means for a Business

Bankruptcy doesn’t necessarily mean a business is closing its doors. Usually when a business is filing Chapter 11, it’s looking for some breathing room to fix its balance sheet or overall finances. It will give them time to protect against their creditors while it attempts to regroup and re-emerge. The goal is to maximize asset value…

Read More

A Bright Spot for Student Loans (Finally)

On March 27, the President signed the landmark Coronavirus Aid, Relief, and Security (CARES) Act, the largest stimulus bill in the history of the country, into law. Among the hundreds of pages of legislation lies Section 3513, which covers the suspension of Federal student loan payments and zero percent interest through September 30. This will…

Read More

Required Minimum Distribution Video

One of the more common questions we get from new clients is why they need to provide a copy of their tax return. To our eye, your tax return is a guide and overview of income, investments, assets, and expenses. By reviewing your tax return, we gain insight that helps us strategize efficient ways to…

Read More

Open House News

  2020 has been an interesting year! We settled into our new building in January Focused on open house party planning in February COVID-19 came to the forefront of our lives in March and April Now here in May, we announce the cancellation of our June 4 Open House   The safety of our teams,…

Read More