Business Planning
Reward, Retain and Retire key employees. Have a plan for your business to be around for future generations
Contact us for more informationFinancial Planning
When it comes to financial goals, most people know where they want to be, but aren't sure how to get there.
LEARN HOW WE CAN HELPEmployee Benefits
Learn how we can help businesses compare and evaluate their employee benefit programs
BENEFIT ADMIN MADE SIMPLENewsletters
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
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Grandparent 529 Plans Get a Boost Under New FAFSA Rules
Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.