Self-Employed? Watch Out for These IRS Audit Red Flags

April 12, 2022 | posted in: Accountants, Plan Sponsor Corner | by

Being self-employed gives you a lot of latitude, and might also put an audit target on your back. Here are some tips to try to avoid that, via Joy Taylor at Kiplinger.

Striking A Balance

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

As true now as it was then: the importance of portfolio rebalancing.  Read more about the four key benefits of this financial exercise from Roger Wohlner.

New Year, New Financial You?

January 26, 2022 | posted in: Blog, Employee Education | by

With the new year underway, there’s no better time to get your financial life on track; read how from Michelle Fox.

Thinking About Retirement?

July 15, 2021 | posted in: Blog, Employee Education | by

If you are, include these three essentials in your consideration set.  Read more from Kiplinger.

No Time Like The Present!

June 30, 2021 | posted in: Blog, Employee Education | by

Waiting just one year to start saving for retirement could cost you – big!  If you start saving when you’re 29 instead of 27, your retirement nest egg could literally be tens of thousands of dollars smaller once you reach age 65.  Read more from Ana Lucia Murillo.

To Roth or Not To Roth…

June 29, 2021 | posted in: Blog, Employee Education | by

…That is the question, and the answer may surprise you!  Read more from Mark Hulbert.