Tips for Managing an Inheritance

By Mark Fissel
Posted on July 29th, 2021

As the beneficiary of an inheritance, you will likely be faced with making important decisions during an emotional time. Short of meeting any required tax […]

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Stock Market Risks in the Spotlight

By Mark Fissel
Posted on July 29th, 2021

During March 2021, the widening availability of COVID-19 vaccinations, signs of improving economic conditions, and a third, $1.9 trillion stimulus package brought about more optimistic […]

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New Legislation to Increase Retirement Saving

By Anne Zavaglia
Posted on June 7th, 2021

Retirement saving continues to be a pressing issue for most Americans, as many reach retirement age with little to no savings. The SECURE Act, which […]

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Tax Increases on the Horizon

By Anne Zavaglia
Posted on April 30th, 2021

President Biden has been a proponent of raising taxes on those earning more than $400k per year. This is in addition to reverting the Estate […]

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Should You Convert Your Term Life to Permanent Life Insurance?

By Mark Fissel
Posted on April 5th, 2021

Term life insurance provides life insurance coverage for a specific time period (the term). The face amount of the policy is paid if you die […]

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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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Four Questions on the Roth Five-Year Rule

By Mark Fissel
Posted on May 29th, 2020

The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth […]

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Mid-Year Is a Good Time to Fine-Tune Your Finances

By Mark Fissel
Posted on May 29th, 2020

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the […]

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April Fools! S&P continues bounceback for a 17% gain

By Clint Edgington
Posted on May 1st, 2020

March was the longest year, but April seemed like a quick week.  The S&P’s 17% gain for April made it the best April in several […]

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Updated Guidance for the Paycheck Protection Program

By Anne Zavaglia
Posted on May 1st, 2020

Additional Funding On April 24, 2020, President Trump signed the Paycheck Protection Program and Health Care Enhancement Act (PPP & HCE Act), which includes provisions […]

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