Articles View: Article

April 21, 2025
Monitoring & Managing Business Credit Reports

It’s a good practice to review personal credit reports from the major credit bureaus, but have you considered monitoring them for your business? This article walks through why it’s important for business owners and partners to pursue a good business credit rating.

Read More
April 15, 2025
Is The University of Michigan Consumer Sentiment Too Pessimistic?

What is happening with the latest economic data? Both the hard and soft data have been softening. Do you know the difference? What does this mean for our economic outlook at home? Let’s take a look at the GDP, inflation and durable goods, as well as consumer sentiment.

Read More
April 8, 2025
Could the Roth 401(k) Be Right for You?

What are the major differences between the traditional Roth IRA and the 401(k) Roth? There are benefits to the employer-offered 401(k) Roth, like the ability to save more than in a traditional IRA, however, since it is part of the 401(k), there are some restrictions.

Read More
March 31, 2025
Risk Tolerance: What's Right for You?

When it comes to investing, each person has a different tolerance for risk. A friend or coworker may not give a second thought to an investment that leaves you feeling uneasy. Do you know what factors to consider when coming up with the level of risk that best suits you?

Read More
March 24, 2025
April Showers Bring May Flowers AND Tax Day

Just like spring showers come every year, so does Tax Day. Effective tax planning is a continuous process, starting well before the April rains come. Here are several factors to consider throughout the year that may help reduce stress during the weeks before Tax Day.

Read More
March 17, 2025
Required Minimum Distributions & Tax Strategies

This article covers essential questions regarding required minimum distributions (RMDs) and associated tax strategies. It provides guidance on understanding RMD rules, managing tax liabilities, and optimizing financial strategies in light of IRS regulations.

Read More
March 10, 2025
Understanding Tax Benefits and Flexibility of Cafeteria Plans

Explore the concept of cafeteria plans, which are designed to offer employers and employees tax advantages and flexibility. These plans are particularly beneficial for those looking for customizable and cost-effective benefit options. Explore benefits that may be included, eligibility, and how these plans can be tailored to meet specific needs.

Read More
March 3, 2025
5 Ways to Build A Better Tax Plan

This article explores tax efficient strategies and addresses questions such as: How can I legally reduce my taxes? What about investment losses? And are there any tax-free growth options? It’s about aligning personal financial goals within existing tax laws.

Read More
February 18, 2025
Securing Your Future with Life Cycle Planning

Each stage of life has different needs and financial goals. But one thing that is common in all life phases is the need for solid planning in order to be successful. Find out more about the four life stages and portfolio strategies to address common concerns in each stage.

Read More
February 12, 2025
Healthy Aging as You Approach Retirement

Making healthy choices in the years before retirement can impact the quality of years during retirement. Good choices now may reduce healthcare costs, the need for medications and even long-term care later in life. Here’s a list of key components to consider now.

Read More
1 2 3 21
The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
phone-handset