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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Congress Approves New Round of PPP Loans

By Anne Zavaglia
Posted on December 30th, 2020

The latest stimulus bill will provide $284 billion in forgivable Paycheck Protection Program (PPP) loans for small businesses. Hard hit businesses can apply for a […]

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401(K) Plan Part-time Employee Eligibility Requirements

By Anne Zavaglia
Posted on December 30th, 2020

The SECURE Act which passed at the end of 2019 requires 401(k) plans to include long-term, part-time employees beginning January 1, 2021.  Please note: The […]

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November Market Recap

By Clint Edgington
Posted on December 2nd, 2020

In a year that the markets were driven by Covid, November may be remembered as a turning point.  Three different vaccines for Covid were announced […]

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Expenses Paid with PPP Loan Proceeds Not Deductible

By Anne Zavaglia
Posted on December 1st, 2020

Small businesses that received a Paycheck Protection Program (PPP) Loan are able to have their loan forgiven if the loan proceeds were used for certain […]

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