Investment planning is like doing a jigsaw puzzle except the pieces don’t always come in one box— often you have to gather them from a variety of sources. When putting an investment plan together, you have to combine information on assets, debt, insurance, and more to form the full picture o…

It’s easy to overlook recurring expenses that you no longer need or that can be reduced based on life changes. For example, if your kids are now grown and living on their own, do you still need your house cleaned once a week? Or perhaps that great introductory rate on your internet service h…

When it comes to which investment strategies to employ, people generally fall into two camps: bottom-up investing or top-down investing. While both investment strategies have merits and draw backs, incorporating them in tandem may help you achieve a balanced, diversified portfolio.

One of the goals of the 2017 tax reform bill, the Tax Cuts and Jobs Act (TCJA), was to reduce the amount of income taxes on businesses’ income. For regular corporate (C corporation) taxpayers, the bill changed the corporate tax rate to a flat 21 percent. For individual taxpayers, the bill ch…

Even with a solid retirement plan in place, life can include big and unexpected changes — often unanticipated. About 46 percent of retirees left the workforce earlier than planned, according to the 2016 Retirement Confidence Survey released by the Employee Benefit Research Institute.

The process for eliminating debt is anything but an easy-to-solve financial equation. Many people wonder if they should pay off their debt as quickly as possible or invest their money, letting debt payments run their course.

Payroll and human resources departments need to be aware of changes surrounding joint employment status and independent contractor determinations. Administrative interpretations from 2015 and 2016 were rescinded by the Department of Labor (DOL) on June 7.