Community Blogs

There are trillions of dollars being left behind in forgotten 401(k) plans in America. That is a lot of money! If you have had several jobs over the years, then… Read More

Are you wondering if a 401(k) profit sharing plan is right for your small business? Profit sharing plans are the most flexible type of contribution that an employer can make… Read More

Most people have heard the terms “mutual fund” and “ETFs.” Even though these are common investment choices for many investors, they can still be mixed up and often investors are… Read More

It’s hard to believe it is almost winter break and the holiday season. For many this is a welcome experience with time with family, a break from school and work,… Read More

Cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for 2023 are as follows: 401(k), 403(b), 457 plans, and Thrift Savings Plan. Contribution limits for… Read More

It’s always a good time to plan for your financial future, but a new year, which is just a few weeks, can be a good reason to consider some planning… Read More

Typically, credit card balances follow a seasonal pattern, increasing significantly in the fourth quarter and coinciding with holiday shopping. This year is no exception; unfortunately, it coincides with higher credit… Read More

Have you noticed how many men in British literature, films and TV mention going to “my club”?  What are they talking about?  This month and next we will explore London’s… Read More

Ohio State Buckeyes at University of Maryland Terrapins photos   In SECU Stadium, the University of Maryland Terrapins have the football and there is 36 seconds left on the play… Read More

Several end-of-year tax planning strategies are available to business owners to reduce their tax liability. Let’s take a look: Deferring Income Businesses using the cash method of accounting can defer… Read More

Keeping track of various events, tasks (i.e., work ones, homework, chores), and figuring out time to get them done is challenging for many people. Everyone is different in what exact… Read More

Choosing the right retirement plan for your business is an important task. The right plan will help attract high quality talent, ensure employee satisfaction, and help you save towards your… Read More