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Start or Grow Your Business in 2021

With 2020 being a tumultuous year, the start of 2021 may be an ideal opportunity for you to finally launch that startup or side-business that you’ve so often had on…
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Holiday Gifts and Long-term Planning

Once again, the holiday season is upon us. For many families, however, the events of the past year have resulted in a shift in values and priorities. As we’re contemplating…
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2021 IRS Cost of Living Adjustments

Tax law places limits on the dollar amount of contributions that you can make to Individual Retirement Accounts and by law, the IRS is required to adjust these limits annually…
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Veterans Day 2020 Reflection

On this Veterans Day, we want to take an opportunity to thank the many Veterans that make up our community and allow us to continuously stay safe. Bill Simonet was…
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2020 Election and Its Impact

Does the party occupying the White House affect the U.S. stock markets and other economic measurements? How does the party controlling Congress affect markets? While it’s interesting to review history…
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Open Enrollment Season for Employee Benefits

Open enrollment for employee benefits season is coming up, and you should certainly take the time to review your benefit choices. Employee benefit experts expect benefits to change next year,…
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Key Investment Points to Remember

How much should I invest, and in what areas, to reach my long-term financial goals? Even though you may believe your dollars are not stretching far enough to cover current…
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US Election Impact on Investment Portfolios

Are you concerned about the impact that the upcoming presidential election will have on financial markets and investment performance? Perhaps you shouldn’t be as worried as most investors are. While…
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Utilizing Your Employer’s 401(K) Plan

An attractive benefit plan can play a fundamental role in recruiting and retaining qualified staff. And, when trying to save for the future, a 401(k) retirement savings plan can help…
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