Blog Posts

How the Secure 2.0 Act Will Impact Retirement Plans in 2023

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

2 years ago

Updating Your W-4

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

2 years ago

Get Ready For Tax Time

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

2 years ago

Taxes in Retirement

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

2 years ago

Christmas in July!

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

2 years ago

Lemonade Camp 2022

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

2 years ago

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

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

3 years ago

We are joining forces with Integrity Marketing Group!

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

3 years ago

Lemonade Camp 2021

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

3 years ago

New 401(k) Tax Credits and How to Claim Them

January 12, 2021 While tax deductions and exemptions are great, they only reduce your business’s taxable income. Tax credits, on…

4 years ago