Retirement Plans for Small Businesses

If you are self-employed or own a small business and haven’t established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future. Plus, a retirement plan can have significant tax advantages: Your contributions are deductible when made. Your contributions aren’t taxed to an […]

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Tax Planning for Annuities

Our members often have questions about annuities and their benefits. Favorable tax treatment is one of the main reasons for buying an annuity. So what exactly are the tax benefits? Are there any drawbacks? It’s important to know the answers to these questions before deciding whether to purchase an annuity. Of course, any information on […]

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Handling Market Volatility

Conventional wisdom says that what goes up, must come down. However even if you view market volatility as a regular occurrence, it can be tough to handle when it’s your money at stake. Though there’s no foolproof way to handle the ups and downs of the stock market, the following common sense tips can help. […]

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7 Money Tips for Young Adults

With age comes responsibility. If you’re in your 20s or 30s, chances are that while you’re excited by all the opportunities life has to offer, you’re also aware of your emerging financial responsibility. In the financial realm, the millennial generation (young adults born between 1981 and 1997) faces a unique set of challenges, including a […]

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401k Basics

The 401(k) plan is one of the most popular types of employer-sponsored retirement plans—but do you know how they work? Before you sign up, learn the basics here on these qualified cash or deferred arrangements (CODAs) permitted under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans.” How does a 401(k) […]

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