by Ashley Agnew | Jan 27, 2023
Friendly Reminder: Online Safety During Tax Season March 24, 2023 We hope that this post finds our readers and their families well, and are excited as we are about the onset of spring. With the spring season also being tax season, we wanted to share a brief reminder...
by Ashley Agnew | Jan 18, 2023
Charity Spotlight: Science Club for Girls April 6, 2023: We are so fortunate to learn about many wonderful local organizations through discussions with our clients and colleagues. Sometimes we learn about these by assisting clients with grants through their...
by Ashley Agnew | Jan 9, 2023
SECURE 2.0 and Retirement Planning Updates January 9, 2023. By Olga Okaty: President Biden recently signed into law the SECURE 2.0 spending bill, which includes many new provisions affecting retirement plans. With the bill covering a broad array of planning topics, we...
by Ashley Agnew | Jan 4, 2023
7 Things to Ask Your New Trainer in 2023 January 4, 2023: January is often a time of rejuvenated attention to our bodies, minds, health, and fitness. For some, reaching physical fitness goals is a compliment to overall wellbeing, yet can be difficult to reach without...
by Ashley Agnew | Dec 30, 2022
Retirement Saving on Your List of Resolutions? Good News for 2023. December 30, 2022: The season of resolutions is upon us. For investors with the goal of boosting retirement account balances on their list, the IRS’s announcement on October 21, 2022 brings good news....
