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Tax Deadline Checklist: Roth IRA Contributions

Tax Deadline Checklist: Roth IRA Contributions

Written by: Derek Melvin As we approach everyone’s favorite season, tax season, there will be many items to gather and complete ahead of the tax filing deadline of 4/15/2024 for 2023. One item that sometimes gets forgotten when putting together your tax filing...
Cash Balance Plans Pros and Cons

Cash Balance Plans Pros and Cons

Written by: Corey Janoff We get a lot of questions from business or practice owners and self-employed individuals about ways to save on taxes. Assuming they are putting the maximum allowed into a 401(k) (many are not), a cash balance defined benefit pension plan can...
24 Financial Goals for 2024

24 Financial Goals for 2024

Written by: Derek Melvin As we turn the calendar to another year, it is common for many to begin setting goals for the year to come and improvements they want to make in their lives moving forward. Naturally, finances are typically at the top of the list. “Spend less...
2024 “Sure-To-Be-Wrong” Economic Predictions

2024 “Sure-To-Be-Wrong” Economic Predictions

Written by: Derek Melvin With the year 2023 coming to an end, these next few weeks will be spent reflecting on the year that was and beginning to look ahead for what is in store for us in 2024. In the financial industry, you will begin seeing many articles come out...
The Importance of Estate Planning

The Importance of Estate Planning

Written by: Corey Janoff We may have heard about Estate Planning. You may read it in an article or hear about it in a commercial. But what is Estate planning and why is it important?  Estate planning is a friendly term for planning your death. Yes, it is death...