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

Blog

We take pride in creating and sharing content relevant to you.

%POST_TITLE% Thumbnail

Retirement Plans For Small Businesses

I can understand and appreciate the overwhelming list of tasks that a business owner sometimes has to accomplish. Perhaps on that list there may be the task of setting up a retirement plan for employees. There are three retirement options employers could consider implementing, depending on what they are hoping to accomplish, Payroll Deduction IRA, Simple IRA, or 401(k).

Read More
%POST_TITLE% Thumbnail

Defer or Diversify? How Should I Save for Retirement?

"It’s that time of year again when most of us are meeting with accountants and CPAs to tally up our income from the previous year. It’s not uncommon for your financial advisor or tax preparer to talk to you about deferring some of your income through contributions to pre-tax retirement accounts like an IRA, 401(k), 403(b), etc. Though tax deferral does have its benefits, it may not always be the right decision."

Read More
%POST_TITLE% Thumbnail

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act)

"The CARES Act provides 2 trillion dollars of government aid along with several SIGNIFICANT changes to preexisting IRS, retirement accounts, and other financial rules in attempts to open up opportunities for individuals and small businesses to survive in this time of crisis. I have broken down and summarized that document here into 5 key areas: Recovery Rebates, Coronavirus Related Distributions, Significant Tax Changes to Retirement Accounts, Unemployment Compensation Benefits, and Small Business Benefits."

Read More
%POST_TITLE% Thumbnail

What is my Advisor doing during a Bear Market?

"Anyone can seem like a good financial advisor when markets are doing well. The expectation investors have when investing in capital markets is to make money, so when expectations are easy to meet, the bar tends to be set pretty low. However, it’s when markets are down (like the current bear market caused by COVID-19) that separates great financial advisors from mediocre ones. It’s times like these when people may wonder what their financial advisor is doing during this bear market. I can’t speak for all financial advisors, but I can tell you what the advisors at Financial Strategies Group have been and will continue to be doing in the weeks and months ahead."

Read More
%POST_TITLE% Thumbnail

Roth IRAs: Three Huge Benefits

"If I could only contribute to one retirement account for the rest of my working career, it would be the Roth IRA/401k. Although there are many benefits to a Roth IRA, there are three benefits that I find to be most intriguing. On top of the benefits I lay out below, you will be pleased to hear that in recent years employers have made the Roth 401k more accessible and the contribution limit on Roth IRAs has been increased!"

Read More
%POST_TITLE% Thumbnail

The Importance of Financial Literacy and Its Influence on Our Lives

From where did you learn most of your life skills? How did you learn to brush your teeth, read, write or drive a car? For me, it was my parents and school. What if there were something that affected just about every facet of our lives that our parents had limited knowledge of and was hardly covered in school? I am referring to Finances. Finances are consistently listed as one of the top reasons for divorce and money is one of the biggest causes of stress for Americans.

Read More

Client Login  |  Get Our Newsletter

 800-804-0420      Mon–Fri: 8:00am –5:00pm EST