Financial Services

18
Apr

5 Reasons Employees ‘POP’ into their retirement savings for expenses

“Yo Mary, What’s Poppin’!” So, you got a new gig, but what’s up with your retirement money? We know you don’t have an extra stash in your carpet bag, so you’ve probably been spending it on routine expenses. That’s a no-no! Look, you may fall out of the sky from time to time, but your money sure doesn’t. In fact,

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9
Apr

Crying Wolf About Financial Literacy

5 Reasons Why Employees Have Problems with Their Finances “Fake News! Not Again!!” Okay, little shepherd boy, we’re calling you out. You’re always crying about your bills eating up your finances. But every time we try to help you out and school you on financial literacy, we find out that you’re not being truthful. So, why should we believe you this

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22
Feb

5 Things Women Should Do While Going Though Divorce

How Women Can Dissolve Their Marriage, but Keep Their Assets Secure “Bibbity Bobbity Bust Up!” Say it isn’t so! Yup, Cinderella’s royal romance has turned into a royal divorce. You see, after years of Prince Charming’s late night partying at the palace, our Disney Princess finally took her glass slipper and kicked him to the curb. Unfortunately, as a single

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6
Feb

12 Tax Changes for 2018

2018 Tax Overview Guide – The Tax Cuts and Jobs Act Do you need help understanding the significant changes in the recent tax bill that was signed in December 2017. Here is a summary list of the expected changes: Farm equipment can now be depreciated at 5 years instead of 7 for both corporate and non-corporate farms. Domestic production activities

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9
Jan

5 Tips to Select the Best Benefits Administration System Software

What You Should Consider Before Purchasing Benefits Administration Software    “Hey Mickey! Don’t be so Mousy!” Now, you may be a big cheese at your new theme park, but you won’t speak up and choose the best Benefits Administration System software to manage your employee benefits. What gives? Look, we don’t want to rat you out, but maybe you’ve been spending too much time taking goofy selfies with your main girl Minnie. Dude,

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27
Dec

4 Ways to Maximize Your Savings after the Age of 60

“Little” Tips for a 60 Year Old’s Retirement Plan “Yo Bo! No Sheep?” Well, peep this; before you get your weep on, report those animals missing and then focus on not losing the money you need for your retirement. Look Bo Peep, you’re over 60 and let’s face it, you may not be able to hold onto to your livestock,

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20
Dec

6 “Cool” Ways For 40 and 50 Year Olds to Plan their Retirement

Save the Most Money Toward Your Retirement at 40 & 50! “Let it go!” Hey Olaf, just because Anna and Elsa are over building snowmen and now want to build a retirement plan, doesn’t mean they’re leaving you out in the cold. These snow bunnies have hit middle age and they want to make sure they’ll have enough saved in

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11
Dec

The IRS Has “Taken a Spin” At Allowing Higher Retirement Savings Limits for 2018

How You Can Contribute More to Your 401(K) and Health Care Savings Account “Wheel of Finance!” Wow! You nabbed a spot in the 401(k) game! So, why are you still spinning your wheels? You’ve been a contestant for a hot minute and you can’t figure out a way to put more money away for your retirement. Really? Now, don’t expect

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4
Dec

“12 Days” of Holiday Spending Can Save You Money

Ways to Save When You Make Purchases This Holiday Season “Joy to the Wallet!” Well, that’s not what Santa’s elves are saying. Nope. Can you believe that their pockets aren’t all that deep this year? They put in a lot of overtime hours at the workshop and management is still toying around with their checks. Do these guys have a

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11
Oct

How to Get the Best Annuities for Seniors

Ways that Age and Contract Specifics Make a Difference with Annuity Options “Aaaah-ah-ah-ah-aaaah-ah-ah-ah-aaaah!” There you are! We’d know your yell anywhere. Okay, You Tarzan, she Jane and we’ve been trying to hunt you two down to talk about annuities. Got a minute? Cool. First of all, it’s time that you traded in that played out loincloth for some civilian threads. Sure, you’ve

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