Blog

Whether you just got a new job (congrats!) or you have been working for your company for a couple years, you need to be aware of certain details around your retirement plan. I regularly work with employees enrolled in the plans we advise. Here are the key takeaways I want all employees and plan Read more…

You probably know what you are looking for in a financial planner: Someone who is honest, hard-working, ethical, and will always act in your best interests. In fact, you'd expect that to always be the case with financial planners...right? Read more…

In the midst of any merger, it can be hard to see past the near term. Changes to organizational structure, culture, and roles and responsibilities are at the forefront of everyone’s minds. Read more…

When I first meet a potential client, I’m always disheartened to see the poor retirement plans offered by employers. Read more…

First and foremost, thank you! Thank you to the amazing women who attended our Women Who Inspire Us event. And thank you to the speakers who indeed inspired the entire room. We are so excited to be able to connect women such as yourselves and help foster relationships within our community. Read more…

According to the IRS, U.S. taxpayers received $264.5 billion in total refunds in 2016. That makes the average refund total about $2,993. Read more…

There’s no right or wrong reason to sell your business; when you’re ready, you’re ready. Read more…

People say that cash is king, but they don’t always give their cash the royal treatment it deserves. Read more…

Should you invest in the market or pay down debt? Read more…

Chances are, you’ve heard of the impending Fiduciary Rule set forth by the Department of Labor. (If not – here is a brief summary). This new rule has started some important conversations on transparency and objectivity in the world of financial advice. It's also driven many Americans to rethink how Read more…