CARES Act: Paycheck Protection Program

If you are a small business or self-employed individual under financial stress due to the Coronavirus, the Paycheck Protection Program is intended to help you through this difficult time by providing... Read More

Are You FIRE-d Up?!

Have you heard of the FIRE (Financially Independent Retire Early) movement?  It’s beginning to make headlines nationwide. In its purest form, “firing” is aggressively saving with the intention to...... Read More

Make Your HSA an IRA on Steroids

What if I told you a Health Savings Account is the most tax efficient and versatile retirement account you own? Believe it or not, with proper planning, an HSA can blow the doors off your 401(k)...... Read More

Advice for the Graduate

It's graduation season - a time to celebrate accomplishments and plan for the future!  What financial advice does a young person need when beginning the next chapter of his/her life’s story?... Read More

Self-Employed: Go Solo With a 401(k)

Are you a sole proprietor or small business owner? If so, the most effective retirement plan for you may be the solo 401(k). Why? You can save more for your future retirement and receive a larger i...... Read More