As we close the books on last year, employers often find themselves looking for ways to lower their impending tax bills. At the same time,
While your 401(k) plan may not have a chirping reminder, regular reviews, fee benchmarking, and a prudent process are key. Just as we routinely replace
Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind. As a plan sponsor, one of your
Understanding how property taxes are determined can be perplexing for many homeowners. However, it’s important to understand the process because property taxes play a significant
Authored by Russ Weiss, CFP® & Heather Walton, Realtor® Owner/Partner with Class Harlan Real Estate If you’re house hunting this spring, you’ll most likely be met with
In college, I took a behavioral finance class that examined the logical fallacies humans are naturally susceptible to. Our professor challenged us with logic tests
If you’re on X, you’ve probably seen *the* tweet that rocked the internet last week. And yes, it’s from Elmo. Elmo is just checking in!
In this blog, we’ll delve into the concept of tax withholding, its impact on your paycheck, and how you can approach it from a financial
In June of last year, a man named Geoffrey Holt died at the age of 82. He lived by himself in a trailer park in
As 2023 comes to a close, we wanted to take a moment to appreciate the key economic players in the ups and downs of this
