Resources
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Latest News and Articles
- September 3, 2025
According to the U.S. Bureau of Labor Statistics, the median number of years that wage and salary workers aged 25 and older had been with their current employer in January 2024 was 3.9 years, down from 4.1 years in 2022 and the lowest since January 2002. With this pace of…
- September 2, 2025
According to the Social Security Administration, Social Security retirement benefits replace, on average, 40 percent of an individual’s pre-retirement income. As a general rule, the longer you wait to begin claiming these benefits, the larger the monthly benefit you will ultimately receive. While this principle seems simple enough, the types…
- August 20, 2025
Employers sponsoring non-safe harbor 401(k) plans must perform annual ERISA- and IRS-mandated testing to ensure they do not disproportionately favor highly compensated employees (HCEs) over rank-and-file non-HCEs. It is critical businesses understand the formulas for these nondiscriminatory tests and the steps they must take to fix a failure or risk…
- August 18, 2025
One of the biggest challenges entrepreneurs must confront is how and when they will exit the businesses they spent most of their lives building. After all, business owners view their companies as extensions of their personal identities. They neither have the desire nor the time to think about what will…
- August 13, 2025
The income you earn during the year is subject to federal taxes, regardless of whether you receive employment wages, business profits, investment returns, Social Security benefits and even gambling winnings. Conversely, property you receive as a gift, bequest or inheritance is generally not included in your taxable income. Understanding these…
Relatable Finance Podcast
“Relatable Finance” brings clarity to investing, wealth planning, and today’s financial trends—breaking it all down for Gen Z, Millennials, and anyone ready to take charge of their financial future. Each episode delivers actionable insights, real talk, and timely tips in a way that’s easy to understand and immediately useful.
Perfect for those building their wealth journey, this podcast keeps it smart, relevant, and always practical.