Tax tips for married couples
When you sit down to work on their 2023 income tax returns, you're likely going to notice a few changes. From wider tax brackets and a significant increase in the…
Are you missing these 5 small business tax deductions?
While taxes can’t be escaped, there are ways to help lessen the impact. When it comes to managing your own firm’s tax situation, remember these IRS tax reform provisions that…
Top 5 index factors to consider
Despite sharing the same basic structure, all fixed indexed annuities (FIAs) are not created equally. While the S&P 500® is the most popular benchmark index for FIAs, a growing segment of…
Create financial resolutions that can lead to results
While setting goals is a great way to move toward what you want in life, New Year’s resolutions are not always easy to keep. Research shows that nearly a quarter…
Lunch & Learn – Fraud & Scam Prevention
Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…
Lunch & Learn – Fraud & Scam Prevention
Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…
Lunch & Learn – Fraud & Scam
Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…
Scam & Fraud Prevention
Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…
Scam & Fraud Prevention
Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…
Turning 65 Medicare
Why should I attend? Enroll in Medicare? Maybe Yes, Maybe No. What are my options? Which plan is the best based on my needs Which rules apply to me Penalties…