News & Blogs

Life's big moments often come with a whirlwind of emotions. Whether it's the joy of marriage, the complexities of divorce, or the excitement of expanding your family, these milestones are pivotal....

Exploring employee health benefits can feel overwhelming, especially when sifting through the myriad of cost-effective options available. Understanding the key distinctions between self-funded and...

Running a business keeps you on your toes, especially when it comes to keeping track of finances. It can sometimes feel like an overwhelming task, yet setting aside regular time each month to...

As the Leaves Fall, Your Financial Future Awaits With only 100 days remaining in the year, we're in the home stretch toward securing a robust financial future. Fall makes us keenly aware of...

Getting Started: Navigating the Investment Landscape Investing can be overwhelming, especially if you're unsure where to begin. Each investor has unique needs and preferences, balancing...

Embracing National Wellness Month to Promote Employee Well-beingAs we increasingly focus on employee well-being, a surprising gap remains: the many wellness benefits that employers provide yet are...

Supporting Employees Through Financial Struggles Navigating employee benefits amidst economic uncertainties is no small feat. Hardship withdrawals from 401(k) plans can offer significant relief...

Understanding Tariffs: A Simple BreakdownYou've probably seen recent headlines buzzing about tariffs and their impact on the economy. But what exactly are tariffs? Simply put, tariffs are taxes on...

Proactively Managing Taxes Can Be Your Business's Best FriendMid-year is an excellent time for business owners to reassess their tax strategy. With a proactive approach, you can plan ahead and take...

Revisiting Financial Wellness This Back-to-School SeasonJust as students return to classrooms this back-to-school season, it's a fitting time for us all to refocus and recalibrate—especially when...

In today's fast-paced world, staying informed about economic jargon can feel like an uphill battle. Whether making long-term financial plans or just trying to decode the latest market updates,...

Stock Market HighlightsJuly 2025 was marked by significant activity in the stock markets, characterized by low volatility. The S&P 500 rose by 2.2%, while the Nasdaq 100 reached a record high with...

Team-building activities play a crucial role in enhancing workplace morale and productivity. These activities not only provide a fun break from the daily grind but also strengthen team cohesion....

The Importance of FAFSA in Securing Financial AidFor students gearing up for college and their families, the Free Application for Federal Student Aid (FAFSA) is an essential step in securing the...

Filing taxes can feel like a burden lifted off your shoulders. But before you fully relax, remember that the tax process doesn't end with the submission of your return. Taking a few additional...

The 2025 hurricane season is approaching, and for business owners, preparation is key to safeguarding commercial properties and maintaining operations. The Atlantic hurricane season runs from June...

April marks Financial Literacy Month, a time dedicated to increasing our understanding of essential financial concepts. Grasping these terms not only empowers us but also sets the foundation for...

National Employee Benefits Day on April 2 marks an important time for organizations to reflect on their benefits packages and consider how these offerings contribute to the well-being, productivity...

With Tax Day fast approaching, it's time to take stock of opportunities to reduce your tax burden and grow your savings. Two often-overlooked tools—the Individual Retirement Account (IRA) and the...

Many individuals and business owners often find themselves confused about whether to contact the IRS or an accountant for their tax-related issues. While both play crucial roles in navigating the...

Beyond the pride of owning a home, there are significant financial benefits that come with it, especially during tax season. Navigating these benefits doesn't have to be overwhelming, even amidst...

The Dawn of a New Era for Public ServantsOn January 5, 2025, a landmark legislative change occurred that sent ripples of relief through the retiree community: the Social Security Fairness Act was...

Beyond the pride and joy of owning a home, there are significant financial benefits that come with it, especially during tax season. Navigating these benefits can sometimes be overwhelming due to...

Searching for the perfect home and attending open houses can be both exciting and stressful. It’s important to be prepared and respectful throughout the process. Knowing the dos and don’ts can...

Beyond the pride of owning a home, there's a wealth of financial benefits, particularly during tax season. Navigating these perks can be daunting, but understanding them can unlock significant...

The Social Security Fairness Act: A New Era for RetireesThe signing of the Social Security Fairness Act into law on January 5, 2025, marks a transformative moment for millions of retirees,...

Overview of January's Financial LandscapeThe start of 2025 was marked by significant activity in the financial markets, reflecting resilience with a touch of volatility. Following the presidential...

January 2025 marks Financial Wellness Month, offering a golden opportunity for individuals to take control of their financial well-being. As the year begins, it's an ideal moment to reflect on...

Imagine you’re planning for your retirement, contemplating which investment vehicle will navigate your financial future. Choosing between a Roth IRA and a Traditional IRA can be daunting, yet...

We understand that just the thought of an IRS audit can send shivers down the spine of any small business owner. Audits, although daunting, are often avoidable with meticulous planning and...

Imagine an unexpected downpour on a sunny day, with not an umbrella in sight. When life throws unexpected financial demands your way, having an emergency fund is like having that essential umbrella...

In today's economic climate, with record inflation and a looming recession, financial stress is at an all-time high. The average credit card debt in early 2022 reached $9,000 per household, leading...

Many people struggle with whether to contact the IRS or an accountant for tax-related issues. While the IRS is fundamental for specific concerns, accountants play a pivotal role in personal and...

Managing payroll is one of the most critical and complex tasks for business owners. Mastering payroll terminology not only simplifies the process but also ensures legal compliance and boosts...

Many business owners find themselves juggling multiple tasks at the end of the year as they try to close out their financials. Asking the right end-of-year (EOY) questions can reduce stress, help...

The priorities of employees have shifted significantly in recent years. More individuals are now seeking workplaces that recognize and support their familial needs. Family-friendly benefits are no...

Choosing Between Roth IRA and Traditional IRA: A Comprehensive GuideImagine you are considering your options for retirement savings, navigating through different investment avenues. The decision...

In today’s dynamic work environment, a significant shift in employee priorities is noticeable. More people now seek workplaces that acknowledge and support their family needs. Family-friendly...

In today’s competitive job market, offering employee benefits can feel like a complex puzzle. Understanding the different types of benefits—legally required, industry-standard, and fringe—can help...

Thanksgiving's Financial Impact on the EconomyThanksgiving is a cherished holiday in the United States, known for bringing families together, celebrating gratitude, and enjoying hearty meals....

401(k) plans are an essential benefit for attracting and retaining top talent. In fact, 88% of employees see a 401(k) plan as a must-have benefit when evaluating potential jobs. Employers need to...

The current economic landscape is fraught with challenges. Record inflation and a potential recession weigh heavily on many households. With the average U.S. household facing approximately $9,000...

Real Estate Dynamics: Strategic Investments for Luxury LifestylesWe have seen the dynamics of the real estate market shift dramatically since 2020. Hedge funds, other institutions, and even foreign...

Many Americans feel apprehensive about entering the world of investing, often thinking it's a game solely for the wealthy or financially savvy. However, starting to invest is a significant step...

For many years, the concept of accumulating $1 million for retirement has been synonymous with financial security and readiness. This idea has provided a clear, albeit ambitious, goal for...

Understanding U.S. Election Impact on Financial Markets: Insights from 2020 and BeyondAs we approach the 2024 election, a look back at recent elections provides insights into how financial markets...

Hurricane Helene has been devastating for individuals and businesses alike, causing significant physical, emotional, and financial harm. Recognizing this, the IRS has stepped in with tax relief...

U.S. Equity Indexes Experience a Dip in April After a robust performance in March, U.S. equity markets experienced a decline throughout April. The primary drivers for...

Demystifying Cryptocurrency: Understanding the Basics and Beyond In the world of finance, cryptocurrency has become a buzzword synonymous with digital innovation and investment...

Maximizing Your 401(k): Strategic Tips for Optimal Retirement Savings As retirement approaches, the importance of a well-managed 401(k) plan cannot be overstated. This tax...

In March, the stock market saw a notable continuation of the rally that began last November, suggesting an optimistic turn as more sectors participated in the gains. This shift was supported by a...

In the past few months, disciplined and goal-focused investors have experienced rewarding times. The influence of artificial intelligence (AI) on major U.S. stock indexes has been significant,...

I can't remember the last time there was such a wide divergence in the outlook for short-term interest rates. But, some confusion is to be expected when the Federal Reserve primes the markets for...

Over the years, I've come to believe that learning to navigate financial discussions and events in a relationship is a "must" that transcends generations. However, recent data shows that Gen Z and...

As January wrapped up, it was evident that broad market indexes and tech stock investors have been steering the course since November. The concluding Federal Reserve (Fed) meeting of the month...

As 2023 drew to a close, the U.S. stock market demonstrated robust performance, extending gains for the second consecutive month. The rally that kicked off in October continued through December,...

November proved to be a pivotal month for long-term investors in the U.S. stock market, marking a significant turnaround from October's dynamics. Impressive Gains in...