Our Trip to "Music City"
Our ConnectEd conference was an awesome learning opportunity! Learning how to be a leader from Peyton Manning, to rocking out with Trace Adkins and winning awards. What more could we have asked for?
All About ERISA
ERISA is an acronym for the Employee Retirement Income Security Act of 1974. ERISA is a federal law that regulates employer-sponsored retirement plans and health plans.
6 Must-Knows Before Planning Your Charitable Contributions
Make your charitable donations count by efficiently planning ahead and preparing for the unexpected.
October 15 Deadline for Correcting IRA Contributions is Almost Here
Are you questioning that IRA contribution you made for 2018? Maybe you made a Roth IRA contribution and then discovered your income was too high. Maybe you made a traditional IRA contribution but you were ineligible due to your age. You may have made a traditional contribution and just changed your mind. You’d rather contribute to a Roth IRA or maybe not contribute at all. There is good news if you act quickly. You can fix these issues by correcting your 2018 IRA contribution by the upcoming October 15, 2019 deadline.
Back to School with an ESA
The calendar has turned to September and Starbucks is once again selling pumpkin spice lattes. It’s back to school time! We can all agree that education is expensive. If you have children, you know that you cannot afford to miss out on any possible option out there that may help you save. One savings tool that is frequently overlooked is the Coverdell Education Savings Account (ESA).
The True Cost of Divorce
See Our 8-Point Divorce-and-Money Checklist