Schedule a Free Consultation

facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Insights

Cryptocurrency & 401(k) Plans: Is Bitcoin in Your Plan's Future? Thumbnail

Cryptocurrency & 401(k) Plans: Is Bitcoin in Your Plan's Future?

Cryptocurrency has grown in popularity in recent years, and the possibility of using it as a part of your retirement saving strategy is no longer a fantasy. Some plan providers are offering businesses the choice to provide employees with an ERISA-compliant 401(k) plan that includes a portion of contributions being directed to cryptocurrency assets.

Read More
Understanding Inflation in 2021: What Investors Need to Know Thumbnail

Understanding Inflation in 2021: What Investors Need to Know

Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest - inflation. In fact, a recent study found that people are Googling the word “inflation” at a rapid rate, with a peak not seen since 2008.

Read More
April Is Financial Literacy Month. Do You Have These 5 Finance Basics Down? Thumbnail

April Is Financial Literacy Month. Do You Have These 5 Finance Basics Down?

Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals. But as most of us handle money on a daily basis, it’s important to have an in-depth understanding of the fundamentals of financial literacy. Below we’ve identified five financial basics everyone should know. Understanding these important concepts can serve as a basis for your financial standings.

Read More
COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline Thumbnail

COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline

One year into the pandemic, Americans are continuing to strike a balance between staying safe and handling their day-to-day responsibilities. One major challenge we all face this time of year (pandemic or no pandemic) is filing our taxes on time. On March 17, less than one month until Tax Day, the IRS announced an extension for the 2021 tax filing season. Here’s what you need to know about filing your 2020 taxes.

Read More