As 2019 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and… +
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Key Elements of a Nonqualified Deferred Compensation Plan
Deferred compensation is a term broadly used to describe any agreement between you and your employer to hold back your compensation until a future date or event, such as your retirement. With a nonqualified deferred compensation… +
New IRS Withholding Tool
As a taxpayer, were you disappointed by your 2018 tax return? Perhaps you found out that you owed taxes because your paycheck withholdings were insufficient. Or maybe your refund was smaller than you anticipated. Due… +
You’ve Been Hacked or Spoofed: Now What?
Unfortunately, many of us who become victim to any sort of information security breach won’t know until someone else tells us. For example, we might get a message or call from a friend asking why… +
Understanding the Borrower Defense to Repayment Student Loan Forgiveness Program
Have you heard the term borrower defense to repayment but are not sure what it means? Are you wondering if it could apply to your student loans? Read on to learn more about this program, as well… +
Is Now the Time to Buy or Refinance?
June usually marks the height of the spring real estate market—it’s National Homeownership Month, after all. But this June hasn’t been typical. With job loss numbers in the tens of millions, the economic impact of… +
