News & Insights
At what amount of wealth do you need estate planning?
For pretty much anyone who has a spouse or children, you are concerned about their well-being after you pass. You want to make sure they are financially covered and have the rights to your possessions, so what do you do? Many people write a will and have it officially notarized. However, you may have also […]
Getting through the economic turmoil of 2020 with the help of a personal financial planner
Get through this challenging economic time by working with a Certified Financial Planner.
At what point in your business should you offer a retirement plan?
Did you know that only 28% of businesses with 10 employees or fewer offer retirement plans for their employees? Comparatively, 51% of businesses with 10 to 24 employees offer retirement plans, and 63% of businesses with 25 to 49 employees offer retirement plans. Why do so many small businesses avoid offering a retirement plan? Well, […]
Three exempt employee rules your organization needs to know before creating an employee’s status
If you are starting a new business or if your existing business is expanding and taking on employees, you may be wondering how to organize employee status in your organization. There are different ways to organize employment status, and each affects your responsibilities as an employer, such as taxes, incentives and benefits.
Three factors that play a role in determining your ESG score
Environmental, social and governance (ESG). These are the criteria that set the standards for a company that investors can use to screen for how ethical, environmentally friendly a company operates. It is important for companies that want investors to consider embracing ESG principles and improving their ESG scores. More investors are socially conscious, especially millennials, […]
Getting the most out of your retirement savings when the market is bearing down
It is exciting as an investor to see your retirement portfolio grow when the market is growing regularly during a bull period. However, bull markets cannot last forever. Eventually, something like COVID-19 comes along and shakes things up, and the market bears down. As of September 2020, the market looks more stable than it did […]