According to The Federal Reserve more than 174 million Americans have credit cards. The average credit card holder has at... View Article
Categories for News
IS THE ROTH 401(k) RIGHT FOR ME?
The Economic Growth and Tax Relief Reconciliation Act of 2001 introduced the Roth 401(k) as a retirement plan that employers... View Article
The Setting Every Community Up for Retirement Enhancement (SECURE) Act
On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, encompassing many aspects... View Article
Adapting to The New Tax Environment
The Tax Cuts and Jobs Act (TCJA), legislation that has been characterized as the first major reform of the Internal Revenue Code in 31 years, received final approval from the House and the Senate on December 20, 2017 and was signed into law by President Trump on December 22, taking effect on January 1, 2018.
Tips for Avoiding Common Holiday Cyberscams
Presented by Kevin Moore and Jake Rivas For many of us, the holiday season is a wonderful time of year.... View Article
A Working Parent’s Guide to the Child and Dependent Care Tax Credit
As working parents of young children know, paying for child care can take a big bite out of the family... View Article
Just Do It: A Checklist to Help You Manage Your Money
Review this simple checklist for pointers that can help you manage your money. Just Plan. Critical for long-term success, your... View Article
10 Projects to Help You Live in Your Home Forever
In response to demands from baby boomers, aging-in-place improvements that help seniors stay safely in their homes are more stylish... View Article
Securing Your Future with Life Cycle Planning
The need for regular savings and investing spans many life stages. Through the years, your goals will change and your... View Article
