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2020 CARES Act FAQs for Retirement Planning

2020 CARES Act FAQs for Retirement Planning

In response to the COVID-19 global pandemic and state of emergency, Congress passed the Coronavirus, Aid, Relief, and Economic Security (CARES) Act on March 27, 2020. This is historic and sweeping legislation aimed at keeping workers paid and employed, allowing...
Resolve to Save

Resolve to Save

We all know that most New Year’s Resolutions don’t make it past February let alone an entire year (actually, how many of your resolutions are really going strong after just a week?). What if sticking to that plan of just saving an extra 1% of your salary...
What’s the Deal with Trusts: Various Categories of Trusts

What’s the Deal with Trusts: Various Categories of Trusts

In my first blog post, I touched upon the definition and origins of trusts.  Remember how excited you were to learn about them and how you were going to impress everyone at your next cocktail party with your new-found knowledge?  Of course you do!  In...

Pursue Your Financial Independence

Too often we put our passions to the side, instead focusing on work so we can earn enough to pay off our debt and taxes. However, a recent trend, known as the FIRE Method (Financial Independence Retire Early), has been catching on. These extreme savers live...

Retirement Savings Plans for Small Businesses

Most people are familiar with traditional IRAs, Roth IRAs and 401ks as methods of saving money for retirement. However small business owners looking to provide retirement savings benefits for themselves or their employees have more options to meet those needs....