Are You a HENRY? Consider These Wealth-Building Strategies

By Mark Fissel
Posted on December 20th, 2021

HENRY is a catchy acronym for “high earner, not rich yet.” It describes a demographic made up of young and often highly educated professionals with […]

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Building Blocks for Financing College with Less Debt

By Mark Fissel
Posted on December 17th, 2021

Financing a college education with the least amount of debt involves putting together a variety of resources in the most favorable way for your family. […]

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2022 Contribution Limits

By Anne Zavaglia
Posted on November 30th, 2021

The IRS has announced Cost-of-Living adjustments for contribution limits to 401(k)s and other qualified plans for 2022. Contributions to IRAs will remain the same. See […]

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P/E Ratios Offer Multiple Perspectives on Value

By Mark Fissel
Posted on November 30th, 2021

Many factors go into decisions on buying or selling shares of a particular stock, but the price/earnings (P/E) ratio can be a helpful starting point […]

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Charitable Giving Can Be a Family Affair

By Mark Fissel
Posted on November 30th, 2021

As families grow in size and overall wealth, a desire to “give back” often becomes a priority. Cultivating philanthropic values can help foster responsibility and […]

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401(k) and IRA: A Combined Savings Strategy

By Mark Fissel
Posted on November 30th, 2021

Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can significantly boost […]

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October 2021 Market Review

By Clint Edgington
Posted on November 15th, 2021

After September’s retreat, stocks surged in October as the S&P 500 recorded its best month of the year as corporate earnings showed strength and congressional […]

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$1.2T Infrastructure Bill passes while the Build Back Better Act still hangs on the line

By Anne Zavaglia
Posted on November 8th, 2021

The Infrastructure Bill passed in the House late Friday, and is expected to go to President Biden to be signed into law. The Infrastructure bill, […]

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Is Your Business Eligible for the Research and Development Tax Credit?

By Mark Fissel
Posted on October 28th, 2021

Has your business encountered and solved technological challenges in recent years? Maybe you invested in software development, re-engineered manufacturing processes, or performed laboratory testing. If […]

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Year-End 2021 Tax Tips

By Mark Fissel
Posted on October 28th, 2021

Here are some things to consider as you weigh potential tax moves before the end of the year. Defer Income to Next Year Consider opportunities […]

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