As we welcome May, let’s celebrate the drive and passion that fuel everything we do. This month, take a moment to reconnect with what inspires you — because when your heart is in it, your work truly shines. 🌟

What’s keeping you motivated this May? Let us know in the comments!

This May, we’re proud to celebrate National Small Business Month and recognize the immense impact small businesses have on our economy and communities. Swipe through for more information.

If you're a small business owner looking for financial guidance, we’re here to support you. Contact our team today!

✨ Sweeten your Cinco de Mayo celebration with homemade sopapillas! ✨

Crispy, golden tortilla bites coated in cinnamon sugar and drizzled with honey — this quick and easy recipe is sure to be a crowd favorite. Perfect for dessert or an afternoon treat!

Check out the recipe in the graphic and let us know: Are sopapillas on your Cinco de Mayo menu this year?

Ever wondered how the stock market works? Whether you're new to investing or just want a clearer understanding, swipe for a breakdown of the basics.

Ready to take the next step in your investment journey? Contact our team today.

📈 **Dividend-Producing Stocks vs. ETFs: Which is Right for You?** 📈 When it comes to investing, both dividend-producing stocks and exchange-traded funds (ETFs) offer unique benefits. Here's a quick comparison to help you decide which might be the best fit for your portfolio: **Dividend-Producing Stocks**: 1. **Regular Income**: Dividend stocks provide regular income through dividend payments, which can be reinvested or used as cash flow. 2. **Potential for Growth**: High-quality dividend stocks can offer capital appreciation over time. 3. **Stock Selection**: You have the flexibility to choose individual stocks that align with your investment strategy. 4. **Tax Considerations**: Qualified dividends may be taxed at a lower rate than ordinary income. **ETFs**: 1. **Diversification**: ETFs offer instant diversification by holding a basket of securities, reducing the risk associated with individual stocks. 2. **Lower Costs**: ETFs typically have lower expense ratios compared to mutual funds and can be more cost-effective than buying See More

Hardship distributions can be complicated, but as an employer, understanding your responsibilities is key to staying compliant and protecting your retirement offering. Swipe through for a quick breakdown of what you need to know.

Need guidance? Our team is here to help simplify 401(k) hardship distributions and ensure your plan stays on track. Contact us today.

The new administration is bringing big changes — from tariffs to deregulation. What could it mean for your investments? Staying diversified and informed is key.

Swipe for more insights. And rest assured, we’ll stay on top of developments as they occur. Have additional questions? Contact us today!

Allowing employees to roll over their 401(k) savings into your company’s retirement plan doesn’t just help them — it can also provide financial advantages for your business. Swipe through to learn more.

Want to maximize the benefits of your 401(k) plan? Contact our team today to learn more.

As an employer, selecting the right 401(k) investment strategy for your workforce is a critical decision. For simplicity, many plans default to target date funds (TDFs), but custom planning offers more flexibility and personalization. Swipe through for more on how they compare.

Is your 401(k) plan designed to maximize retirement outcomes? Contact our team to explore the best strategy for your employees.