A Financial Wellness Plan Can Help Pave the Road to Retirement

By Mark Fissel
Posted on March 1st, 2021

If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While […]

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January 2021 Market Recap: Predictability!

By Clint Edgington
Posted on February 2nd, 2021

Frankly, not much happened in the markets last month.  With a new President and Congress shifting power, it’s an odd time for nothing major to […]

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Tax Documents Calendar

By Anne Zavaglia
Posted on February 2nd, 2021

The following is a list of when various tax forms will be ready for 2020, listed in order of when they will be released. Clients […]

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Opportunity Zone Investment Deadline Extended

By Anne Zavaglia
Posted on February 2nd, 2021

Typically, taxpayers that want to defer paying taxes on capital gains must reinvest their realized gain into a Qualified Opportunity Zone Fund within a 180 […]

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Key Retirement and Tax Numbers for 2021

By Anne Zavaglia
Posted on February 2nd, 2021

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

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COVID-19 and the Importance of Disability Income Insurance

By Mark Fissel
Posted on February 1st, 2021

The prospect of being unable to work due to an illness or injury may seem remote to many of us, particularly during our younger working […]

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Are Value Stocks Poised for a Comeback?

By Mark Fissel
Posted on February 1st, 2021

Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it’s possible this trend may continue, […]

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2020 Annual Market Recap

By Clint Edgington
Posted on January 5th, 2021

2020 will always be remembered as a tumultuous year.  When we write out the events that occurred, it’s hard to flesh that against the blistering […]

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Estate Planning Strategies in a Low-Interest-Rate Environment

By Mark Fissel
Posted on January 4th, 2021

The federal government requires the use of certain interest rates (published by the IRS) to value various items used in estate planning, such as an […]

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Sequence Risk: Preparing to Retire in a Down Market

By Mark Fissel
Posted on January 4th, 2021

“You can’t time the market” is an old maxim, but you also might say, “You can’t always time retirement.” Market losses on the front end […]

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