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Should I Set Up a Traditional 401k for My Business?

Should I Set Up a Traditional 401k for My Business?

Whether you recently transitioned to being self-employed or have been a business owner for years, you may have wondered what the best way is to save for retirement. However, the decision as to which type of plan to choose is far from simple. Let this flowchart help guide you!

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Spring Document Cleaning

Spring Document Cleaning

It’s almost spring, which means it’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.

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What Questions Do I Need to Ask a Seller Before Buying a Home?

What Questions Do I Need to Ask a Seller Before Buying a Home?

No matter how confident you are that the house you’re about to buy is the perfect one for you, it’s always wise to ask as many questions of the seller as possible to make sure you’re getting exactly what you paid for, without any nasty surprises. Here are some vital questions to ask!

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How to Report Your 2020 RMD Rollover on Your Tax Return

How to Report Your 2020 RMD Rollover on Your Tax Return

One of the provisions of the CARES Act was a suspension of 2020 Required Minimum Distributions (RMDs). For individuals who took a distribution early in 2020, they were given the opportunity to “undo” part or all of that distribution by returning funds to their IRA by August 31, 2020. Learn more about the tax reporting.

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