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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Four Steps to Rebuilding Your Business

By Mark Fissel
Posted on December 1st, 2020

Few business owners have escaped the financial effects of stay-at-home orders, new safety protocols, and consumer fears related to the pandemic. Even if you took […]

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How to Help Maintain a High Credit Score

By Mark Fissel
Posted on December 1st, 2020

During the holiday shopping season, your credit score is probably the last thing on your mind. But as you start your seasonal spending, remember to […]

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LTC Insurance vs. Hybrid Life Insurance: Comparison

By Mark Fissel
Posted on December 1st, 2020

An important part of any retirement strategy involves factoring in the potential expenses associated with long-term care. For many years, people have purchased long-term care […]

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Sharing Your Money Values Can Be Part of Your Legacy

By Mark Fissel
Posted on December 1st, 2020

When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. […]

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