The Cost of Credit

By Mark Fissel
Posted on February 27th, 2020

Sometimes you need to borrow money, especially to pay for a large purchase such as a home or a car. It’s easy to focus on […]

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Spring Cleaning Your Way to Better Finances

By Mark Fissel
Posted on February 27th, 2020

Spring is a good time to clean out the cobwebs, and not just in your home or apartment. Your personal finances can benefit from a […]

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Is It Time to Review Your IRA Estate Planning Strategies?

By Mark Fissel
Posted on February 27th, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was passed in December 2019 as part of a larger federal spending package, included […]

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Do Target-Date Funds Hit the Bull’s-Eye for You?

By Mark Fissel
Posted on February 27th, 2020

More than half of 401(k) participants have assets invested in target-date funds.1 These “all-in-one” funds are often the default option in workplace plans, and their apparent […]

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Five Red Flags That Raise the Odds of an Audit

By Mark Fissel
Posted on February 27th, 2020

The IRS audited about 1 million tax returns in fiscal year 2018, and nearly 75% of those examinations were conducted entirely through correspondence.1 Taxpayers selected for […]

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February 2020 Monthly Recap

By Mark Fissel
Posted on February 5th, 2020

When President Trump signed the SECURE Act at the end of 2019, it could easily have escaped your notice during the holiday season. While time […]

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SECURE Act Can Have Big Impact on your Estate Plan & Trusts

By Anne Zavaglia
Posted on January 30th, 2020

Authored by Logan Philipps, Esq. and Anne Zavaglia, CFP® When President Trump signed the SECURE Act at the end of 2019, it could easily have […]

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Tax Documents Calendar

By Mark Fissel
Posted on January 28th, 2020

The following is a complete list of all tax documents used for reporting throughout the year, listed in order of when they will be released […]

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How can I lower my credit card debt & improve my credit report?

By Mark Fissel
Posted on January 27th, 2020

If you find that you are struggling to pay down a credit card balance, here are some strategies that can help eliminate your credit card […]

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Closing Gaps in Your Insurance Coverage

By Mark Fissel
Posted on January 27th, 2020

Buying insurance is about sharing or shifting risk, but you may think you’re covered for specific losses when, in fact, you’re not. Here are some […]

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