Suzanne M. Antonelli, CFP®
Small Business Owners: Have You Filed Your BOI Report?
Companies are now required to report the individuals who own or control the entity and failure to comply results in costly penalties.
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Chelsei J. Latsch, FPQP®
- Jun 12
Leftover 529 Assets? Fund a Roth IRA!
A 529 account is a great, tax-efficient way to save for college expenses. Remaining 529 funds can now be used to fund a Roth IRA.
Melissa Fradenburg, AIF®, CDFA®
- Apr 16
5 Strategic Financial Moves Post-Tax Season
Consider these five essential tips to leverage your current tax situation into a springboard for future financial growth.
Melissa Fradenburg, AIF®, CDFA®
- Mar 15
Spring Cleaning for Your Finances
Dive into a spring cleaning for your finances, ensuring you step into the season with a refreshed and organized financial outlook.
Chelsei J. Latsch, FPQP®
- Nov 18, 2020
Opening An HSA Today Can Help Keep Retirement Healthcare Expenses At Bay
Healthcare will likely be one of your largest expenses in retirement. A Health Savings Account (HSA) is a tax-free way to start saving now.
Chelsei J. Latsch, FPQP®
- Oct 7, 2020
New Job? Don't Leave Your Money Behind
Were you contributing to a 401(k) or 403(b) before you decided to leave an employer and start a new job? Don't leave your account behind!
Suzanne M. Antonelli, CFP®
- Jun 24, 2020
Unexpectedly Single
Advice from women who successfully navigated divorce, death, and the grieving process to reinvent their new normal.
Chelsei J. Latsch, FPQP®
- May 13, 2020
Employers: Take Advantage of Tax-Free Student Loan Repayment Before It's Gone
A lesser known provision of the CARES Act allows employers to offer tax-free aid to employees to help them pay back their student loans.
Suzanne M. Antonelli, CFP®
- May 10, 2020
Childhood Comes With An Expiration Date
Graduation season is approaching; your children and grandchildren are preparing to graduate from high school and are ready to launch into...
Chelsei J. Latsch, FPQP®
- Apr 15, 2020
Some Good News: How The CARES Act Helps Student Loan Borrowers
The CARES Act offers relief and in some cases opportunities for student loan repayment.
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