Retiring in a Slowing Economy

2 years ago

February 2023 A well-thought-out plan for a comfortable retirement is important, even more so in a tough economy. EXAMINE THE…

How the Secure 2.0 Act Will Impact Retirement Plans in 2023

2 years ago

Legislative Highlights On December 29, 2022, the Consolidated Appropriations Act of 2023 was signed into law which included the highly…

Updating Your W-4

2 years ago

The start of the new year is the perfect time to review your tax withholding and make changes if necessary.…

Get Ready For Tax Time

2 years ago

The new year means it’s time to make your resolutions. But it also means another tax season is here. Take…

Taxes in Retirement

2 years ago

With Social Security benefit payments increasing nearly 9% this year, you may need to rethink your retirement tax planning. INCOME…

Christmas in July!

2 years ago

Last month, we held a 🎄“Christmas in July”🎄 toy drive and challenged our staff to collect as many toys as…

Lemonade Camp 2022

2 years ago

https://www.youtube.com/watch?v=M6JtAT8HUdI&t=1s Our largest camp yet, 80 kids attended! Campers raised $955 for the Norfolk Library Foundation!

BE A TRUE PARTNER: ADD VALUE & CHARGE WHAT YOU’RE WORTH

3 years ago

Tom Pohlen | Retirement Plan Consultants | West Coast Regional Director The National Association of Plan Advisors (NAPA) website shares…

We are joining forces with Integrity Marketing Group!

3 years ago

DALLAS – SEPTEMBER 28, 2021 – Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance…

Lemonade Camp 2021

3 years ago

https://www.youtube.com/watch?v=Y_Q4GOrCHts&t=3s Nearly 60 campers were able to raise $798 for the Norfolk Arts Center!