• Sort Blog:
  • All
  • Employee Benefits
  • Fun Socks
  • HR Consulting
  • Life Insurance
  • Retirement Plans
  • Wealth Management
IPO-market-debut

Going Public: An IPO’s Market Debut May Not Live Up to the Hype

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column width="2/3"][vc_column_text] An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors are...

tax-deduction-vs-credit

What is the difference between a tax deduction and a tax credit?

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column width="2/3"][vc_column_text] Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,...

financial-facts-quiz

Quiz: Financial Facts That Might Surprise You

Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn...

IRA-trust-beneficiary

Protect Your Heirs by Naming a Trust as IRA Beneficiary

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column width="2/3"][vc_column_text] Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an important...

Investing to Save Time Boosts Happiness Returns

The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the provisions in the legislation...

Mid-Year Planning: Tax Changes to Factor In

The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the provisions in the legislation...