Sara Stiles, MSFP, CFP®Dec 16, 20214 minRetirement Plan Limits on the Rise in 2022Many IRA and retirement plan limits are indexed for inflation each year. The IRS has updated the 2022 numbers.
Megan Mercer, AISDec 30, 20205 minHow to Protect Your Small Business from Cyber ThreatsRisk management is a key component in any successful business plan. In today's world — where data breaches are common occurrences — it's esp
Sara Stiles, MSFP, CFP®Nov 20, 20205 minThe Jobs Recovery: More Work to Be DoneWhile an effective vaccine could be a game changer, it will not instantly open businesses or return all employees to the same jobs they had.
Sara Stiles, MSFP, CFP®Sep 15, 20203 minTemporary Payroll Tax Deferral: What you need to knowOn August 8, 2020, the president issued an executive order to allow the deferral of certain payroll taxes during the last four months of 202
Sara Stiles, MSFP, CFP®May 13, 20209 minSmall Businesses Eligible for Numerous Relief Programs During COVID-19 CrisisThe CARES Act stimulus has a lot going on. We break some of the key features down for you here.
Sara Stiles, MSFP, CFP®May 2, 20201 minYou received your PPP funds, now what?Please join us on May 19th to learn about maximizing PPP proceeds.
Sara Stiles, MSFP, CFP®Apr 23, 20205 minProtect Your Employees' Retirement During PandemicIf you are sleeping on the job at a time like this, it can have irrevocable consequences to employee financial futures.
Sara Stiles, MSFP, CFP®Apr 18, 20203 minCARES Act: What Plan Sponsors Should KnowThe CARES Act will require plan document amendments for defined contribution plans.
Sara Stiles, MSFP, CFP®Apr 18, 20203 minUsing Retirement Plans Under CARES ActThe CARES Act allows individuals to use their retirement accounts for financial relief.
Sara Stiles, MSFP, CFP®Apr 2, 20203 minNew Tax Credits from the SECURE ActDid you know if you set up a retirement plan you have access to up to $16,500 in dollar-for-dollar tax credits?
Sara Stiles, MSFP, CFP®Apr 1, 20203 minPaycheck Protection Program DetailsForgivable loans and guaranteed approvals? Details on the Paycheck Protection Program here!
Sara Stiles, MSFP, CFP®Mar 26, 20202 minCOVID-19 Crisis Support: a resource hub for individualsLooking for resources and direction to get through COVID-19? Here is what we know!
Sara Stiles, MSFP, CFP®Mar 26, 20204 minFamilies First Coronavirus Response Act: what employers must do nowThere are new rules! Here is what they need to know about the Families First Coronavirus Response Act!
Sara Stiles, MSFP, CFP®Mar 19, 20204 minPerspectives: Investing During Corona Virus Crisis A Retirement Investor's Corona Virus Survival Guide