Category: Article

Article
March 26, 2024

U.S. Beneficial Ownership Reporting Requirement: What Business Owners Need to Know

The U.S. Department of the Treasury has implemented new rules requiring many businesses to disclose information about their true owners. This initiative aims to combat financial crime and improve transparency.

Article
March 26, 2024

Should you Buy a Home with a Friend?

Traditionally, homeownership meant a spouse, kids, and a picket fence. But times are changing. Facing high costs associated with home ownership, young adults are exploring new options. One idea is gaining steam: buying a house with a friend.

Article
March 20, 2024

What to Do With Your Recently Vested Long-Term Incentives

Vesting long-term incentives can be a major financial milestone, potentially representing a significant amount of your wealth. Here’s a breakdown of key steps to consider.

Article
March 18, 2024

Avoid These Common Tax Filing Mistakes

As the April 15th deadline draws near, tax filing is in high gear. To ensure an efficient and potentially more beneficial tax filing experience, avoiding common mistakes is crucial. Here, we explore five key areas for a smoother tax season.

Article
March 18, 2024

A Financial Advisor’s Role in Tax Planning

When you think about tax season, the first person who comes to mind is probably your accountant or tax preparer, but don’t forget about financial advisors who monitor the impact of taxes on their clients’ portfolios year-round.

Article
March 12, 2024

Why Do People Hire Financial Advisors?

Financial advisors can be hired for various “jobs,” depending on your specific financial goals. Understanding your needs and the services different advisors offer is crucial to finding the right fit for you.

Article
March 11, 2024

The Study of Pi(nance): Financial Planning Lessons from Pi Day

Celebrate Pi Day, March 14th, with a slice of pie (of course!) and learn more about how the mathematical constant pi (3.14…) can be applied to your financial well-being.

Article
March 11, 2024

Defending Wealth: Cybersecurity for ERISA-Covered Plans

In today’s digital age, cybersecurity is a critical concern for all organizations, including those that manage retirement plans. ERISA-covered plans are especially attractive targets for cybercriminals because they hold sensitive personal and financial data.

Article
March 11, 2024

IRS Sets Another Course for Pre-Check Compliance Program

The IRS Pre-Check Compliance Program helps qualified retirement plan sponsors proactively review their plan and self-correct minor errors to minimize the risk of audits and penalties.

Article
March 8, 2024

Becoming a Snowbird in Retirement

Nearly a quarter of Americans prefer to take their vacations during the winter. But what if you’re retired and want to stay longer? Consider becoming a “snowbird.”

Article
March 7, 2024

Early Retirement? 10 Planning Items to Consider

Retiring early, usually prior to age 65, can present a unique set of circumstances. Remember to keep in mind how it may affect accessing funds, securing healthcare, and planning for a longer retirement period.

Article
March 6, 2024

Reviewing Auto Insurance Coverage

Just as you review other aspects of your financial plan, you might want to review your auto insurance policy to determine whether your coverage is sufficient. Most drivers are familiar with auto insurance but may be unsure about how it works.