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Category: Blog

New Proposed Tax Laws - Oct. 01, 2021

New Proposed Tax LawsThe House recently released a nearly 900-page proposed bill that would make major changes to current tax laws. The bill is intended in large part to help pay for both the Biden Administration’s budget and infrastructure stimulus bill. It’s important to keep in mind that the provisions and changes outlined below are by no means […] read more

How Businesses Can Help Employees Improve their Skills - Oct. 01, 2021

How Businesses Can Help Employees Improve their SkillsBased upon a recent McKinsey Global Survey, nearly 9 in 10 (87 percent) of management and above level respondents affirmed they are currently, or within the upcoming five years, dealing with the skill gap among their employees. With the vast majority of businesses experiencing or forecasting a skills-gap, how can they close or reduce this […] read more

Strategies for Paying Off Student Loans - Oct. 01, 2021

Strategies for Paying Off Student LoansToday, 70 percent of college students graduate with an average of $30,000 in student loan debt. The average payment is nearly $400 a month and will take about 20 years to pay off. On an individual level, paying off high debt can delay hopes of saving to buy a house, start a family, launch a […] read more

7 Ways to Save for a Home Down Payment - Oct. 01, 2021

7 Ways to Save for a Home Down PaymentSo you want to save for a down payment for your dream house, but you aren’t sure how to get there. It might even feel overwhelming. But take heart, here are some tried and true methods that you can start today that will help you save sooner than you think. Save a Fixed Amount Monthly […] read more

How to Turn a Summer Job into a Tax-Free Retirement Nest Egg and More - Aug. 01, 2021

How to Turn a Summer Job into a Tax-Free Retirement Nest Egg and MoreTis the season for summer jobs for high school and college kids. These seasonal jobs are more than just an opportunity for teens and college students to earn some money and gain experience. They also provide the opportunity for seeding a significant retirement nest egg and even a down payment on a home through a […] read more

How Businesses Can Harness Demand Forecasting - Aug. 01, 2021

How Businesses Can Harness Demand ForecastingAccording to the Bureau of Economic Analysis, consumer spending has seen some interesting trends over the first half of 2021. May was flat, April was at 0.9 percent, March was 5.0 percent, and February was at 1.0 percent. With varied consumer spending statistics as the nation comes out of the pandemic, it’s important for businesses […] read more

HSA: Save it for Retirement - Aug. 01, 2021

HSA: Save it for RetirementAccording to Fidelity Investments, the average 65-year-old couple retiring today will need about $300,000 for out-of-pocket healthcare expenses during retirement. And that doesn’t even include long-term care. One way to help pay for this enormous cost is to open a health savings account (HSA), which is a savings and investment vehicle designed to help people […] read more

5 Tips for Job Seekers Over 50 - Aug. 01, 2021

5 Tips for Job Seekers Over 50You’ve got loads of experience in your field. You know things that only time can teach you. However, all of your experience and knowledge can sometimes work against you. And even though age discrimination is illegal, it doesn’t mean it isn’t prevalent. You can’t turn back the clock, but you can reshape how you present […] read more

Restricted Stock & RSUs: 3 Planning Tips - Jul. 01, 2021

Restricted Stock & RSUs: 3 Planning TipsEquity compensation is becoming more mainstream and is not just for executives anymore. Grants of restricted stock or restricted stock units (RSUs) are getting to be more common than stock options – and the rules are different, as is the tax planning. Below we will look at some of the particulars of how restricted stock […] read more

How to Develop a Hybrid Work Policy Post-Pandemic - Jul. 01, 2021

How to Develop a Hybrid Work Policy Post-PandemicAccording to a Prudential survey, 87 percent of respondents said they would prefer to work remotely at least one day per week. This is compared to 13 percent of respondents preferring to work at the office all the time. The same survey found that one-third of respondents wouldn’t want to work for a business that […] read more