News
As financial planning professionals, we know the importance of understanding the latest tax laws, product offerings, and strategies in the industry. Culled from our own ongoing research and education, we offer our clients select and relevant information via the links below – content we believe you will find interesting and informative. Please contact us if you would like to discuss any of these topics in detail or with any questions you may have at all.
Three positive steps to financial well-being
While you’re gathering information to prepare your 2015 tax return, set aside time for a financial review. Here are steps to get started.
Complaints can be opportunities
When a customer complains, think of it as three opportunities in one.
Take time to review the health of your business
As an owner and/or manager, you probably spend a lot of time monitoring business operations and dealing with everyday problems. But a longer-term approach is also useful.
Seek liquidity for short-term investments
The stock market may not be the right place for all of your money at all times. Here are two situations when cash accounts can be a better solution.
Need money to pay bills? Raiding your 401(k) is not a good idea
When you’re short of cash, raiding your 401(k) plan may seem like a good idea. Here are two reasons why it isn’t.