Welcome to our blog page! Here we will share timely and relevant content that we believe to be useful for everyone! Please let us know if you would like to see posts on a particular topic of if you have any questions!
Do you control your finances, or do your finances control you?
Understanding the Impact of War in Ukraine
Weekly Market Insights: Inflation and Ukraine Rattle Investors Another Week
Save These Dates to Join Us IN THE ROOM!
Retire Wise | February 2022
How to Have the Hard Conversations with Your Family
Welcome to our blog page! Here we will share timely and relevant content that we believe to be useful for everyone! Please let us know if you would like to see posts on a particular topic of if you have any questions!Read More
Questions You May Be Asking Yourself Right Now
Should I reduce my contribution amount to my 401k or retirement plan if I am worried about losing my job? If you're uncertain about your job right now, or in the immediate future, then yes, allow yourself to have that wiggle room in...Read More
Our Latest Email.....How Are You?
How are you? Still hanging in there? I wanted to check in again because we know this isn't an easy time for anyone. Parents and grandparents have become teachers, we can't see our friends and some of our family or loved ones, or go to...Read More
Business Owner & Individual Resources surrounding COVID-19
Business Owner & Individual Resources & Updates - surrounding COVID-19 Please click below for more information: Paycheck Protection Program - SBA Small Business Disaster Loan Program Louisiana Economic Development Business Loan Program...Read More
CARES Act Summary of Key Facts
Recovery Checks The act provides immediate cash assistance to Americans and their families, checks of up to $1,200 ($2,400 for those married filing jointly) to many U.S. taxpayers. The amounts paid would be increased by $500 for each...Read More
SBA Disaster Relief Resources
If you are a small business owner looking for guidance on the Small Business Administration Disaster Relief programs available, please read their resources here: https://www.sba...Read More
Latest IRS Deadlines related to the 2019 tax filing season.
This is big news for taxpayers! Please stay on top of the deadlines as they apply to you, and contact us for questions!Read More
New Federal & Louisiana Tax Filing & Payment Deadlines and IRA deadlines
Due to the Coronavirus, the new deadline to file and pay your 2019 Federal tax returns is July 15, 2020. There will be no penalties or interest accrued during this time on payments owed. This date of July 15, 2020 also applies to the...Read More
IRS and LA Taxpayer Coronavirus Relief
TAX PLANNING The Internal Revenue Service and Louisiana Department of Revenue have established tax relief due to COVID-19 (Coronavirus). As of now, all 2019 federal and Louisiana income tax return filings and payments have been...Read More
Hi Friends, With today's headlines front and center, it can be very hard to focus on the long term. We believe the most consistently successful strategy is to diversify, buy quality and maintain a long-term perspective. Reacting to...Read More
Does Your Employer Offer a Retirement Plan
Student Loan Repayment Tips
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