With college expenses at some of the best schools now exceeding $60,000 per year, education-related expenses are often one of the biggest obstacles many baby boomers face when saving for their own retirement. For many families, planning for a college education goes hand in hand with IRA’s and retirement planning. Source: Mike Branch, The Huffington Post
“Everything is awesome. Everything is cool when you’re part of a team.” Company culture is very important to us and we’re always brainstorming ways to develop our skill sets. Today, we did an accountability exercise using LEGO cars! Each employee was assigned a task to pick up a designated bag of LEGO parts and bring it … More Everything Is Awesome
Every retirement withdrawal method has its pros and cons. Understanding the differences will help you tap your assets in the way that’s best for you. Source: Darrow Kirkpatrick, MONEY
Marketing Copywriter We are expanding our fun-loving and hard-working marketing team to include a marketing copywriter. Yes, we are looking for another team member who has a knack for creativity and thinking outside the box. We want to stand out from the crowd and we need your help! The ideal candidate will conduct research and … More We’re Hiring
Our February 2015 E-Newsletter is up and running! Click here to read more.
We have mailed out the following items: 2014 Annual Statement – A breakdown of all assets and transactions that occurred for the year. 2014 Contribution Notice – A notification to those clients who made a contribution to their account for the 2014 tax year. 2014 1099-R – A notification to those clients who took a … More Year End Tax Documents Have Been Mailed