Financial Stress on the Rise
Financial stress is on the rise and employees are feeling it in their wallets and at their workplace. In fact, 73% of surveyed Americans cite finances as the greatest stress in their life. Interestingly, 60% of people surveyed in TIAA’s 2022 Financial Wellness Survey said they’d be more likely to stay at their job if their employer offered financial-wellness benefits. …
SECURE 2.0 Act
Congress recently passed SECURE 2.0 Act, which includes over 90 new provisions for retirement plans. The goal is to help improve Americans’ retirement savings. This effort is a continuation of the Setting Every Community Up for Retirement Enhancement (SECURE) Act that was signed into law back in December of 2019. We wish to highlight just some of the notable …
Looking Forward In 2023
Let’s be blunt: 2022 was rough for many investors. With many of the year’s events unforeseen and unfavorable, this was a year we’d like to soon forget. That said, many of the opportunities in 2023 are the direct result of some of the challenges that 2022 brought us, and as we enter the new year, some of these challenges remain. …
Welcome Pratik J. Mehta, CPA
Welcome to our new Director of Tax Preparation & Tax Planning Pratik was born and raised in Mumbai, India. In June of 2002, he moved to Overland Park, Kansas. Pratik received his Bachelor of Business Administration with an emphasis in Finance as well as a Bachelor of Science in Accounting from University of Missouri, Kansas City. Pratik’s number one priority …
Back to the Basics: 10 Ways To Improve Your Family’s Future, Starting With You
I’m yet to meet somebody who doesn’t want a brighter future for his or her family. Let’s face it; changing other people to see your point of view isn’t easy. In fact, it’s nearly impossible. Because of that sobering reality, the best chance we have to improve our family’s future is to look inward and start improving ourselves. As Gandhi …
Briefcase Study: The Aspect of Debt You May Not Have Considered
If you’re like many of our fellow Americans, you’re considering what rising inflation, a declining stock (and bond) market, and higher interest rates mean to you and your financial choices. And while there are a lot of varied consequences to this new ‘normal’, I think we can agree that one big change is that it’s immediately more painful to borrow …
