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 2023 Market Recap
The latest happenings.
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Grant Stiles, CIO
- Mar 24
- 4 min
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
- 15 min
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
- 6 min
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, 2021
- 4 min
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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Megan Mercer, AIS
- Dec 30, 2020
- 5 min
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, 2020
- 5 min
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, 2020
- 3 min
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, 2020
- 9 min
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, 2020
- 1 min
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, 2020
- 5 min
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, 2020
- 3 min
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, 2020
- 3 min
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, 2020
- 3 min
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, 2020
- 3 min
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, 2020
- 2 min
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, 2020
- 4 min
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 19, 2020
- 4 min
Perspectives: Investing During Corona Virus Crisis
A Retirement Investor's Corona Virus Survival Guide
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