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Investing in a Lower Return Environment Thumbnail

Investing in a Lower Return Environment

We’re closing in on the end of another incredible year for stocks. In fact, 2021 is the continuation of an incredible run for stocks, producing impressive returns since the market bottomed during the financial crisis in 2009. However, there are a few strong variables that are leading financial professionals toward projecting muted returns over the next decade.

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Social Security - A Guide to Maximizing Your Retirement Benefits Thumbnail

Social Security - A Guide to Maximizing Your Retirement Benefits

You’ve been paying into the system your whole life, with a portion of each hard-earned paycheck reduced for Social Security withholding. Of course, you haven’t had a choice.. You have at least an idea of how Social Security retirement benefit work, but you’ve also heard that the whole system could soon be bankrupt. We hope to answer some of your questions in this guide to the retirement portion of the Social Security system - how it works, when to consider claiming, and whether it will even be there for you.

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Deadline for New 401(k) Plans and More Ways to Save Thumbnail

Deadline for New 401(k) Plans and More Ways to Save

Many companies are experiencing record profits combined with a tight labor market. Offering a company-sponsored retirement plan can reduce income taxes for owners while providing a valuable benefit to employees. A popular 401(k) option for small and mid-size businesses is a Safe Harbor plan. The deadline for adopting a new Safe Harbor 401(k) for calendar year 2021 is approaching on October 1st.

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