Blog
The Cost of Infertility: How to Navigate the Finances of IVF
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …
Market Commentary: Biden Signs Stimulus Bill, U.S. Surpasses 100 Million Vaccine Doses, Recovery Continues
Events are aligning to give the U.S. economy a big boost. The Biden administration approved a $1.9 trillion stimulus package that will provide immediate relief to millions of American households. Last week the U.S. surpassed 100 million vaccine doses, and expectations are the U.S. will be v …
Rebate Checks, Child Tax Credits, Unemployment Benefits and More: New $1.9 Trillion Stimulus Package Breakdown
The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.
Maximizing a Retirement Plan as a Small Business Owner
Small business owners wear a lot of hats, so it’s not unusual for them to put off thoughts of retirement. We want to help them feel prepared when that day comes.
Market Commentary: Monthly Job Growth Exceeds Expectations, New Stimulus Bill Advances
The U.S. economy returned to rapid job growth last month as fewer new COVID cases and loosening restrictions increased demand for labor. Restaurants and bars accounted for more than half the net gains, as employment in this hard-hit sector increased 286,000. Despite efforts to reopen school …
Retirement Plans for Small Business: Comparison Chart
401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table. We put together this comparison chart, wh …
