Blog Posts

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

WHAT’S THE DEAL WITH THESE STATE-SPONSORED RETIREMENT PLAN PROGRAMS?

Rickie Taylor | East Coast Regional Director In my Jerry Seinfeld voice, “What’s the deal with these state-sponsored retirement plan…

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

What is a 403(b)?

What’s the difference between a 401(k) and 403(b) plan? This is a question we hear often. Employees of for-profit firms…

4 years ago