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Blog

Michael Laine | Jul 24, 2023

Mutual Funds - Building Blocks for a Retirement Portfolio

Diversification — not putting all your eggs in one basket — is one of the most cherished principles of investing. That's one reason why mutual funds have become
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Michael Laine | Jul 24, 2023

Why 401(k)s Often Fare Better than IRAs

Despite the challenging market conditions, 401(k) balances often fare better than IRAs, providing a little more hope for retirement investors. Here are 5
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Michael Laine | Jul 24, 2023

10 Easy Financial Planning Steps for Beginners

If you've never engaged in financial planning and are unsure how to get started, this article is for you. A financial plan starts by evaluating your current
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Michael Laine | Jul 24, 2023

Five Keys to Investing for Retirement

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following
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Michael Laine | Jun 28, 2023

Small Business Owners: Life, Liberty, and the Pursuit of Financial Independence

Being a small business owner can be rewarding but also may bring a lot of stress. You may be experiencing the pressures of trying to grow your company while
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Michael Laine | Jun 28, 2023

5 Financial Facts About the Sandwich Generation

The "sandwich generation" is the descriptive term for adults generally between the ages of 40 and 59 who are raising a minor child (or supporting a grown child)
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Michael Laine | Jun 28, 2023

Retirement Revolution: 3 Reasons to Rethink Your Retirement Plan

Retirement is a time that many of us look forward to our entire careers. It is the reward for a lifetime of work and the time to indulge in hobbies and enjoy

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Michael Laine | Jun 28, 2023

10 Tips to Work Toward Financial Freedom

Financial freedom is a state of being in control of one's finances, covering expenses easily, and saving for future goals. Financial freedom enables you to
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Michael Laine | Jun 1, 2023

Retirement Annuities Explained: What They Are and How They Work

Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the
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Michael Laine | Jun 1, 2023

401(k) Rollovers Can Make or Break Retirement

In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings. With a significant
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Michael Laine | Jun 1, 2023

3 Ways Planning For Retirement is Like Planning For Summer Break

For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time
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Michael Laine | Jun 1, 2023

2023 Tax Guide to Fringe Benefits Released

The IRS has released the 2023 final version of its Publication 15-B (The Employer’s Tax Guide to Fringe Benefits).
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