August 2017 Monthly Recap

Client Spotlight

Congratulations to the Marihugh family! Hawkins and Jute, sons of John and Kirsten Marihugh, had the honor of showing their Market Rabbits and Market Roasters (chickens) at the Franklin County Fair in July, winning numerous awards for both! The most prestigious awards being for Outstanding Market Exhibitor. Hawkins won the JD Equipment, “Outstanding Market Exhibitor – Poultry”. Jute won the JD Equipment, “Outstanding Market Exhibitor – Rabbits”. Read More

Economic Milestones

If you’re the parent of a young adult who is still living at home, you might be wondering whether this situation is commonplace. According to a recent U.S. Census Bureau study, it is: One in three young people (ages 18 to 34) lived in their parents’ home in 2015 Read More

Fiduciary Rule, Important Compliance Requirements Remain

The Labor Department will more than likely propose fundamental changes to the fiduciary rule and its prohibited transaction exemptions, resulting in a delay of full implementation of the controversial regulation for at least one year, and perhaps longer, according to attorneys with Drinker Biddle & Reath. Read More

Working in Retirement

Planning on working during retirement? If so, you’re not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement years. Here are some points to consider. Read More

529 Plans

The 529 college savings plan was created over 20 years ago and named after the section of the tax code that governs them. 529 plans offer a unique combination of features that have made them the 401(k)s of the college savings world. Read More

HSAs: Users not saving enough

Holders of health savings accounts are not just under utilizing HSAs by not saving enough in them, they’re also not capitalizing on what could be their greatest feature: investing. Read More