Resources

If you're in a cash-flow pinch, you could be considering a "hardship withdrawal" from your retirement plan. Before you do, learn all of the facts, possible penalties and the rules with our quick guide.

Yes - it was hard to watch the value your 401k amassed over the last decade plummet. But now is the time to stay the course, keep your emotions in check and remember that the best market days usually follow the absolute worst. [Read More]

You might be wondering...what do olives and Social Security have in common?  Well, like all the great civilizations before us, we understand the importance of taking care of each other as we age and securing our own economic stability. [Read More...]

Big changes came to small business owners, student-loan re-payers, retirement plan beneficiaries and part-time employees on December 20th, 2019 when The SECURE Act was signed into being. Depending on which side of the coin you are, it could either help or hinder your financial growth.

Before the TCJA, you could do a Roth conversion for a tax year, and then you had until the tax deadline (April 15th) to undo that Roth conversion. But now with the new TCJA laws, you can’t undo Roth conversions like that anymore.

You'll never be financially independent (and that’s a GOOD thing!) – you’ll use money to take those dream vacations; you may give some to your children and grandchildren when you pass; you’ll always have to use it in some form or fashion, so you’ll want to have a plan for it.