Tip: Protect Yourself from Tax Refund Scammers

Although tax filing season has been officially open only since Jan. 29, the Internal Revenue Service (IRS) is already warning that reports of refund scams are skyrocketing. Below is an overview of the most common type of scam and some tips to help you avoid becoming a victim. The Scam

Estate Planning Essentials You Need to Revisit Due to the New Tax Law

Estate planning is never done. Just like a piece of real estate, it needs periodic maintenance and care to make sure it’s in good shape when you need it most. Provisions in the newly passed GOP tax plan mean it’s time to revisit a handful of key areas of your estate plan. Below we dis

How to Give Effective Feedback for Better Performance

When it comes to making the most of an organization, providing feedback to employees is imperative to ensure worker productivity is high and turnover is low. According to The Conference Board, nine out of 10 executive-level officers are aware that employee engagement is key to an orga

Winter 2018 Benefit Insights Newsletter

Our Benefit Insights Newsletter is now available in PDF format, so we can now share that with our digital audience. Benefit Insights is our information regarding the retirement side. This newsletter contains information regarding required distributions and how retirement plans are aff

Tip: The Only New Year’s Resolutions You Need

In the wake of the New Year, many of us burden ourselves with a laundry list of resolutions to do things differently and to improve upon our personal and professional goals.  For many entrepreneurs, a new year offers a clean slate and a tantalizing chance to achieve greater business s