Trying to remember what we need from you to get started on your individual tax return? We’ve got you covered!

Swipe for an overview of key documents needed for filing. And remember: contacting us sooner rather than later can help ensure a smooth tax season process for everyone. Reach out to us today with questions or to get assistance with your tax return. We’re here to help.

If you’re an employer, you may be wondering how the recently enacted SECURE Act 2.0 will affect your employer-sponsored 401(k) plan 🤔 Although some of these changes won’t happen for a few years, here are a few ones employers should know: 🟢 Part-time workers now only need to work 500-999 hours for two consecutive years to be eligible for a company 401(k) plan. 🟢 Starting in 2023, small businesses may receive a credit covering up to 100% of the cost of setting up a retirement plan. 🟢 Employers can now offer employees the choice of receiving vested matching contributions to Roth accounts. 🟢 Starting in 2025, employers must automatically enroll employees in 401(k) and 403(b) plans, with exceptions for businesses with less than ten employees, churches, and governmental plans. We know these changes are a lot to digest, so if you have any questions, reach out to us! We’ll be See More

Today, we are sharing an essential piece of advice for any business owner or leader. This quote was a helpful reminder for our team, and we hope it is for yours, too!

Whether it's launching a new product, expanding market reach, or simply tackling the day's responsibilities, the importance of initiating action cannot be overstated.

Feel free to share this post as a helpful reminder to your business network, and as always, reach out if we can be of assistance. We are here to help your business thrive.

Retirement benefits like 401(k) plans are a powerful tool for attracting top talent and securing your team’s future. Choosing the right plan for your business can seem daunting, but it doesn’t have to be! Swipe through for some considerations.

Contact us today to explore tailored 401(k) options for your business.

January is Financial Wellness Month, a perfect time to start the year strong with a financial checkup. Reviewing your financial health can set you up for a smoother, more secure year ahead. Swipe through to learn how to get started with these five essential steps.

Have questions or want a deeper dive? Contact our team to help guide you

Planning for retirement involves more than just saving; it requires a thoughtful approach to keep your investments growing. Our advisors are here to help you find that balance between risk and reward, ensuring your money works as hard as you do.

Let's set up a time to discuss how we can create a retirement strategy that aligns with your goals and keeps your future secure. Contact us today to start planning for tomorrow!

For those with substantial assets, having a financial strategy tailored to your unique goals is essential. Our team focuses on creating customized plans for high-net-worth clients, helping you to achieve goals like preserving wealth, growing assets, and planning for future generations.

Interested in exploring a financial strategy that aligns with your vision? Contact us today to see how we can support your goals.

As we mark the St. Patrick’s Day holiday on March 17, it’s the perfect time to offer a reminder that the promise of luck is best left to four-leaf clovers🍀

This is especially true when it comes to your family’s future. Today and every day, we encourage you to protect what matters most with life insurance.

Our team is here to help you build a safety net for your loved ones’ peace of mind and financial security. Ready to get started? Give us a call today.

The terms “bull” and “bear” markets aren’t just Wall Street jargon — they represent two financial climates that can have a significant impact on your investments. Swipe through to learn the key differences and how they affect your portfolio.

Curious about how these market trends align with your financial goals? Contact our team today for personalized guidance.