Charitable Initiative: A Year of Giving

Charitable Initiative: A Year of Giving

December 20, 2017. By Ashley Agnew: At the end of each year, we coordinate a charitable initiative to support a cause that is important to us as a firm.  Throughout the holiday season, we raise awareness and support for that singular charity via our communication...
Tax Reform Update, November 2017

Tax Reform Update, November 2017

November 30, 2017. By Mark Barry:  As we near the end of 2017, Washington’s efforts to pass tax reform legislation have dominated headlines, with Congress working on the final iterations of the Tax Cuts and Jobs Act.  A central piece of the Trump administration’s...
Helping Service Members Navigate Financial Planning

Helping Service Members Navigate Financial Planning

November 9, 2017. By Jennifer Wolfsberg: Veterans Day is a reminder to reflect upon and thank those who have so bravely served our country.  With past and present service members in our own firm and families, the holiday carries both feelings of pride and respect in...
Traditional 401(k) Plan vs. Roth 401(k) Plan

Traditional 401(k) Plan vs. Roth 401(k) Plan

October 3, 2017. By Lori Patterson: When people hear these words, anxiety can set in quickly. Unless you are employed in an industry where you work directly with these types of plans and have developed an understanding of them, it’s likely that you too have...