Blog

There’s Still Time!

October 7, 2022 | posted in: Blog, Employee Education | by

If COVID delayed your tax filing plans for 2019 and 2020, you still have until 10/17/22 to get them in without a penalty, according to Andrew Keshner.  Read more.

When Doing Nothing Is The Best Thing To Do

October 3, 2022 | posted in: Blog, Employee Education | by

What should investors do about these head-spinning changes in the stock market’s direction? In a word, according to Jeff Sommer, “nothing.”  Here’s why.

The 2023 COLA Increase Could Be The Biggest In Decades

September 14, 2022 | posted in: Blog, Employee Education | by

With inflation still raging, boost in monthly payments could be biggest in decades; will it be enough?  Read more from Andy Markowitz.

Why Small Businesses Should Always Have A Current Valuation

September 1, 2022 | posted in: Accountants, Blog, Plan Sponsor Corner | by

Most small business owners don’t do the math on their most valuable asset, a decision which could prove costly.  Here’s why, via Cheryl Winokur Munk.

Knowledge Is Power When It Comes To Social Security

August 18, 2022 | posted in: Blog, Employee Education | by

There are many misconceptions and gaps in knowledge when it comes to Social Security which could prove to be costly.  This list can help.

“Up days follow down days”

August 5, 2022 | posted in: Blog, Employee Education | by

‘High volatility’ includes ‘sharp’ up days, too. Here’s why it’s smart to stay invested in the market, even when it’s turbulent, via Annie Nova.