What is In Your 403(b)?

What is In Your 403(b)?

What’s in Your 403(b)? Do you work for a non-profit organization, school system, or religious sector? Then you probably have a retirement plan established under section 403(b) of the internal revenue code. This section exempts these employers from some of the...
The SECURE Act and Your Retirement

The SECURE Act and Your Retirement

The SECURE Act and Your Retirement By now you’ve probably heard of the SECURE Act. The Setting Every Community Up for Retirement Enhancement Act was signed by the President last month with some provisions effective January 1st, 2020 and the MEPs (multiple employer...
Don’t Fear the Bear!

Don’t Fear the Bear!

5 Ways to Recover From a Bear Market Keeping up with the stock market is a roller coaster ride. One day it’s up, the next it plummets, and some days it sits still. If keeping up with the market is a stressor or just a concern, try these simple tips to stay informed...
Leave These Financial Habits in 2019

Leave These Financial Habits in 2019

News A new decade is around the corner and many people are leaving their bad habits in the past. The number one thing Americans want for 2020? Financial freedom. Most people have debt nowadays. The amount can differ drastically, but many Americans hold consumer debt,...
Use Your Bonus Wisely

Use Your Bonus Wisely

News     It’s that time of year again where you spend a lot, but you hopefully receive a lot in return! Many employers give holiday or year-end bonuses as thank you for the hard work and dedication to the company throughout the year. Some people splurge...
2020 Taxes: Reduce Your Tax Bill Now

2020 Taxes: Reduce Your Tax Bill Now

News     Many people are splurging this holiday season, but amid buying gifts and big purchases, have you thought about ways to reduce next year’s tax bill? With the 2020 tax season just around the corner, now is the time for any last-minute tax...