New job? Four choices for your existing 401(k) in 2017

When you get a job with a new company, you have a decision to make. What are you going to do with the retirement savings you have built in your 401(k) plan? You have four options. Read more.

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Make some time for tax and financial planning in 2017

For most of us, summertime is a bit more relaxed, giving us time to do the tasks we tend to put off. Consider making time to take care of tax and financial tasks. Examples include planning for college or retirement, getting your will written, or building a simple budget. Call if you need help.

Four tips for building an emergency fund in 2017

When facing life’s inevitable bumps in the road, an emergency fund is essential to maintaining financial security. Here are four ways to get started. Read more.

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Check your 2017 withholding

Withholding too much tax from your wages isn’t wise in the long run. Try to match withholding as closely as possible to your actual tax liability for the year. Invest the extra money in yourself, not the IRS.

How much do you need to retire? 2017 Edition

The statistics are staggering. The majority of Americans do not save for retirement or have not saved enough for retirement. Make sure you’re taking these three steps to be financially prepared for your retirement. Read more.

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College or retirement? Which should you fund first?

Saving for your children’s education or your own retirement – how do you decide which is more important? A typical retirement will generally last longer and cost more than your child’s education. If you cannot adequately fund both, maximize your retirement savings first. There are far more options for your child to finance his or her college education than there are for you to fund your retirement.

Get to know these tax-saving terms

Now is the time to begin midyear tax planning. Take time to review some important terms that are all about saving money on your tax return.

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A tax credit is available for adoption

Is this the year you’ll adopt a child? If so, you might also qualify for a special break on your income tax return.

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Don’t underestimate the power of curb appeal

If you’re considering putting your house on the market, take a look at the outside appearance of your home first. Sprucing it up may help you raise your asking price.

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Five reasons to incorporate your business

As your business grows, you may be thinking about incorporating. Learn the reasons why it can be a good idea.

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