Famous People Who Failed To Plan Properly
It’s almost impossible to overstate the importance of taking the time to plan your estate. Nevertheless, it’s surprising how many American adults haven’t done so. You might think that those who are rich and famous would be way ahead of the curve when it comes to planning their estates properly, considering the resources and lawyers…
Read MoreWelcome Katie Nentwick
Recently we welcomed Katie Nentwick to the team as our Director of Insurance. Katie’s role is one of education with a focus on creating the best possible results using life insurance as part of each client’s individual situation. Katie has both finance and law degrees and has worked for the past several years as a…
Read MoreMonthly Market Review January 2019
Click here to download the January 2019 market review.
Read MoreKey Retirement and Tax Numbers for 2019
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2019. Employer retirement plans Employees who participate in 401(k), 403(b), and most 457 plans can defer up to $19,000 in compensation…
Read More2018 Annual Market Review
To download the 2018 annual market review click here.
Read MoreSWAG Family Resource Center Holiday Decorating Service Project
In December, team members, Jami Wilson, Tim Roark, Shannon Reintgen and Elayna Barrison spent an afternoon decorating the SWAG Family Resource Center. The SWAG team and families who SWAG serves were very appreciative for the holiday cheer and we were certainly happy to bring a little cheer to them!
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