by Izel Akin | Jun 7, 2021 | Featured, News
Written By: Edgar Ortiz During our lives, we encounter different cycles of debt depending on our current situation. Most people don’t think of retirement and debt until it is too late. The goal of entering retirement is to go with as little debt as possible. Below are...
by Izel Akin | May 13, 2021 | Featured, News
Written By: John Fowler, CFP® You won’t believe it… It’s a beautiful Wednesday afternoon and I’m driving down the highway towards Dallas. I’m listening to music in the car and rolling down the highway. You know how it is, that certain song comes on and you can’t...
by Rey Cepeda | Apr 28, 2021 | Featured, News
Written By: John Folwer, CFP® Unprecedented. A word we have uttered quite a bit over the last 14 months. Unprecedented. As in an unprecedented viral outbreak, an unprecedented economic shutdown, an unprecedented amount of stimulus passed by Congress, and an...
by Rey Cepeda | Oct 26, 2020 | Featured, News, Rollovers
The IRS has released the Annual Plan Limitations for 2021 for defined contribution and defined benefit plans. 403(b), 457(b), & 401(k) elective deferral, catch-up and other key limits are listed below. 2020 Limits2021 Limits Employee Elective Deferrals to...
by Rey Cepeda | Oct 1, 2020 | Featured, News
Written by Mason Moses. As an educator who may be considering retirement, it is important to evaluate how you can maximize your benefits. 2020 has been the most difficult time many professionals have faced within the educational field, making the desire to...
by Rey Cepeda | Sep 8, 2020 | Featured, News
Written by: Mason Moses My family enjoys watching the Triple Crown horse races; the Kentucky Derby, Preakness Stakes, and the Belmont Stake. We are not racing experts by any means, but the pageantry, tradition, amazing animals, and fun in attempting to pick the winner...
Recent Comments