Oct 26, 2020 | Featured, News, Rollovers
The IRS has released the Annual Plan Limitations for 2021 for defined contribution and defined benefit plans. 403(b), 457(b), & 401(k) elective deferral, catch-up and other key limits are listed below. 2020 Limits2021 Limits Employee Elective Deferrals to...
Oct 1, 2020 | Featured, News
Written by Mason Moses. As an educator who may be considering retirement, it is important to evaluate how you can maximize your benefits. 2020 has been the most difficult time many professionals have faced within the educational field, making the desire to...
Sep 8, 2020 | Featured, News
Written by: Mason Moses My family enjoys watching the Triple Crown horse races; the Kentucky Derby, Preakness Stakes, and the Belmont Stake. We are not racing experts by any means, but the pageantry, tradition, amazing animals, and fun in attempting to pick the winner...
May 28, 2020 | Featured, News
Written by Doug White. You need a budget if you… Wonder where all your money went each month. Have goals for savings but you don’t think you have any money to save. Haven’t started putting anything away towards retirement or other long term goals. Have debt that...
May 1, 2020 | Featured, News
You hear a lot about the value of keeping physically fit, but do you keep your money in shape too? Financial wellness isn’t about how wealthy you are. It’s about the health of your finances, regardless of your income. It’s knowing you can pay your bills, save...
Apr 10, 2020 | Featured, News
Following the recommendations of our elected and government officials to stay home and stay safe has provided the opportunity for many of us to spend more time with family. Whether it is going on walks, playing board games, watching movies, or simply just enjoying...
