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Financial Focus: Build confidence in your 401k decisions

Many people have a 401(k), or other workplace retirement plan, but aren’t sure what to do next. You don’t need to have it all figured out, but a little curiosity goes a long way. Here are some questions to get started. Check available plan resources or ask your plan...

Naming guardians in a will only can leave kids at risk

When creating an estate plan with minor children, one of the most important decisions is choosing a guardian to care for them if you pass away prematurely. While naming guardians in your will provides clarity on your wishes, relying solely on this can fail to...

IRS offers penalty relief

IRS offers penalty relief

In a major step to help people who owe back taxes, the Internal Revenue Service recently announced new penalty relief for approximately 4.7 million individuals, businesses and tax-exempt organizations that were not sent automated collection reminder notices during the...

Protect your children’s inheritance

Safeguarding your children's inheritance is a primary concern for many parents, yet the risk of losing or mismanaging that wealth due to life's unforeseen circumstances is a genuine worry. The threat of divorce, debts, illnesses, accidents and even sudden financial...

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