Looking Toward Tax Season: Writing Off Business Expenses
March 26, 2020
A big part of your wealth management strategy is keeping the hard-earned money that you and your business bring in. […]
Financial Wealth
March 25, 2020
Whether you came into your wealth decades ago or you recently found success, there comes a time when you’re no […]
Behavioral Finance and Risk Management
March 11, 2020
When it comes to financial planning, the word you hear more often than any other is “risk.” Calculating risk, managing […]
Looking Towards Tax Season: Charitable Deductions
February 25, 2020
Jim Montague, Senior Trust Officer The US Tax Code is so long that no one’s sure just how long it […]
Should You Become an Angel Investor?
February 4, 2020
As you accumulate wealth, the question of what to do with your money starts to loom large in your head. […]
Maximize Take Home Pay with Retirement Plan Tax Saving Strategies
May 29, 2018
Eileen Shaw, ERISA Consultant The 20% income exclusion for pass-through entities enacted as part of tax reform has created an […]
Are You Prepared for an IRS Audit?
May 24, 2018
Michael Viljak, Manager of Advisor Development The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and […]
How a Health Savings Account Can Help Fund Your Retirement
July 6, 2017
First Western ERISA Consultant Eileen Baldwin-Shaw writes for MarketWatch about how to use a health savings account as part of […]
Department of Labor Grants 60-Day Delay of Fiduciary Rule
June 15, 2017
By: Empower Retirement legislative and regulatory affairs The U.S. Department of Labor’s (DOL) fiduciary rule redefining “investment advice for a […]
Introducing a Series of Service Enhancements
October 24, 2016
We’re excited to announce a series of service enhancements! We understand that your busy schedule doesn’t always fit into the typical […]