Getting You Organized

Getting You Organized

by | | Featured, Planning

Organization = Clarity and Understanding One of the most daunting elements of embarking on a financial plan is the reality that you need to be organized in how you store and access your information as well as organized in your mind. In other words you need...

Tax Changes in 2018 & 2019

by | | News, Planning, Taxes

Quick Reference Guide for 2019 and 2018 Federal Taxes The following guide includes many of the most important federal tax amounts for 2019 and compares them to the amounts currently applicable for 2018 tax returns. Federal Income Tax Rates20192018 1Maximum...

ERISA Bonds vs. Fiduciary Insurance

by | | Planning

With so much attention lately on fiduciary duty, as well as the surge of fiduciary litigation this past year, plan sponsors would be wise to explore their insurance options. While the ERISA fidelity bond (also referred to as a “fidelity bond” or “ERISA bond”), is...