SECURE 2.0 Helps SmallEmployers Help Their Employees
The SECURE Act 2.0 enhances the tax credits associated with
adopting new retirement plans, beginning in 2023.
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2Q 2024 Market Recap
The latest happenings.
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Grant Stiles, CIO
Mar 24, 20234 min read
Eye on the U.S. Banking Crisis: Should You Be Worried?
With the media focused on historical banks collapsing, you might be concerned about your own deposit accounts. Here's why you shouldn't be.
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Grant Stiles, CIO
Jan 23, 202315 min read
Annual Market Review 2022
The year 2022 may best be described by one word: inflation.
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Sara Stiles, MSFP, CFP®
Jan 10, 20236 min read
SECURE Act 2.0: Key Updates for Retirement Savers
Dubbed the SECURE 2.0 Act of 2022,the legislation is designed to improve the current and future state of retiree income in the United States
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Sara Stiles, MSFP, CFP®
Dec 16, 20214 min read
Retirement Plan Limits on the Rise in 2022
Many IRA and retirement plan limits are indexed for inflation each year. The IRS has updated the 2022 numbers.
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Sara Stiles, MSFP, CFP®
Dec 30, 20205 min read
How to Protect Your Small Business from Cyber Threats
Risk management is a key component in any successful business plan. In today's world — where data breaches are common occurrences — it's esp
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Sara Stiles, MSFP, CFP®
Nov 20, 20205 min read
The Jobs Recovery: More Work to Be Done
While an effective vaccine could be a game changer, it will not instantly open businesses or return all employees to the same jobs they had.
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Sara Stiles, MSFP, CFP®
Sep 15, 20203 min read
Temporary Payroll Tax Deferral: What you need to know
On August 8, 2020, the president issued an executive order to allow the deferral of certain payroll taxes during the last four months of 202
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Sara Stiles, MSFP, CFP®
May 13, 20209 min read
Small Businesses Eligible for Numerous Relief Programs During COVID-19 Crisis
The CARES Act stimulus has a lot going on. We break some of the key features down for you here.
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Sara Stiles, MSFP, CFP®
May 2, 20201 min read
You received your PPP funds, now what?
Please join us on May 19th to learn about maximizing PPP proceeds.
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Sara Stiles, MSFP, CFP®
Apr 23, 20205 min read
Protect Your Employees' Retirement During Pandemic
If you are sleeping on the job at a time like this, it can have irrevocable consequences to employee financial futures.
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Sara Stiles, MSFP, CFP®
Apr 18, 20203 min read
CARES Act: What Plan Sponsors Should Know
The CARES Act will require plan document amendments for defined contribution plans.
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Sara Stiles, MSFP, CFP®
Apr 18, 20203 min read
Using Retirement Plans Under CARES Act
The CARES Act allows individuals to use their retirement accounts for financial relief.
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Sara Stiles, MSFP, CFP®
Apr 2, 20203 min read
New Tax Credits from the SECURE Act
Did you know if you set up a retirement plan you have access to up to $16,500 in dollar-for-dollar tax credits?
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Sara Stiles, MSFP, CFP®
Apr 1, 20203 min read
Paycheck Protection Program Details
Forgivable loans and guaranteed approvals? Details on the Paycheck Protection Program here!
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Sara Stiles, MSFP, CFP®
Mar 26, 20202 min read
COVID-19 Crisis Support: a resource hub for individuals
Looking for resources and direction to get through COVID-19? Here is what we know!
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Sara Stiles, MSFP, CFP®
Mar 25, 20204 min read
Families First Coronavirus Response Act: what employers must do now
There are new rules! Here is what they need to know about the Families First Coronavirus Response Act!
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Sara Stiles, MSFP, CFP®
Mar 18, 20204 min read
Perspectives: Investing During Corona Virus Crisis
A Retirement Investor's Corona Virus Survival Guide
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