Q1 2023 Commentary
The first quarter of 2023 gave us so much to talk about.
The Benefits & Drawbacks of Using Community Banks
Large banks have been making big news lately. On the heels of these fresh events, we wanted to talk about the benefits and drawbacks of banking with a local, smaller community bank.
Secure 2.0 - Improving Coverage for Part Time Workers
The SECURE 2.0 Act of 2022 was signed into law on December 29, 2022 and made big changes to accessibility to 401(k) plans for part time workers. Check out our most recent video to see what those changes are.
What Is A SIMPLE IRA?
Small business owners can benefit from offering SIMPLE IRA retirement plans to their team. Not only does adding a retirement plan to your employment package help attract and retain 5-star talent, but there are additional perks as a business owner compared to more complex retirement plans. Check out our quick video below to review the main takeaways from the plan and how they differ from traditional IRAs.
2022 Q4 Commentary
Secure 2.0 - Important Changes to Retirement Plans
The SECURE 2.0 Act of 2022 was signed into law on December 29, 2022 and made many sweeping changes to how retirement plans are managed. Check out our recent video to learn about some of these changes.
