Why Employee Benefit Plans Make Sense

Why Employee Benefit Plans Make Sense

Over time, there has been an increase in the number of employers offering employee benefit packages for their workers. As a business, you might be thinking about implementing a plan or reviewing your existing one. However, before you make any decisions, you may want...
5 Last Minute Considerations Before Tax Day

5 Last Minute Considerations Before Tax Day

With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the door, are you confident you have everything in...
3 Reasons to Review Your Beneficiaries Now

3 Reasons to Review Your Beneficiaries Now

Most types of financial accounts allow you to designate a beneficiary, from checking and savings accounts to life insurance policies, 401(k)s, IRAs, pensions, and trusts. But when was the last time you looked at your beneficiary designations across all your accounts?...
Coping with Identity Theft

Coping with Identity Theft

In general   Whether they’re snatching your purse, diving into your dumpster, stealing your mail, or hacking into your computer, they’re out to get you. Who are they? Identity thieves. Identity thieves can empty your bank account, max out your credit...
Why I need to recharge…My planning process.

Why I need to recharge…My planning process.

I’ve gotten a bit personal here recently in this mini-series on what helps me unwind, so I thought it might be appropriate to share what I’m taking a break from. I’m very fortunate in that my job rarely feels like work because I love what I do, but we all need to...