Insights

Estate Planning in 2022: Do You Have These Documents Prepared?

Wills & Trusts When you think about considering estate planning in 2022, one of the most important documents to consider is your will or...

Your 2022 Tax Filing Season To-Do List

To-Do #1: Gather All of Your Forms Beginning in January, you likely started to receive the forms you need to properly complete your tax...

What Is My Tax Bracket for the 2022 Tax Year?

Reminder: Tax Brackets Are Marginal The IRS divides income into different tax rates. Each subsequent portion of your income will have an...

2022 Contribution Limits

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (IRS) announced new contribution...

Is it Time for an Investment Advisor? Ask Yourself These 5 Questions First

If you want to avoid outliving your money, investing can be a great way to continue to grow your nest egg as you approach — and enter —...

A Guide to 401(k) In-Service Withdrawals for Employees

Can you withdraw money from your 401(k) while you are still employed? Not everyone should; not everyone can. However, if you can, it may...

Retirement Plan Options for the Self-Employed

Whether you’re a freelancer or an entrepreneur, being your own boss has many perks. You can set your own schedule, prioritize the...

Do You Have a Business Continuity Plan (BCP) in Place?

No two businesses are exactly the same, yet there are certain problems that all business owners will eventually face. The most ubiquitous...

Top 5 Things Business Owners Should Know About a SEP IRA

As a small business owner, you care about the future well-being of your employees. And just as you keep them safe in the workplace, you...

What Is a Business Owners' Policy or a "BOP?"

A business owners’ policy (BOP) is one of the most important investments a business could make. Having insurance can help protect...