by Marilou Davido | Sep 6, 2024 | Resources
A 401(k) plan is a popular retirement savings option offered by many employers in the United States. Named after the section of the Internal Revenue Code that established it, a 401(k) allows employees to save for retirement while benefiting from tax advantages. Here...
by Marilou Davido | Aug 26, 2024 | Resources
Effective investing isn’t just about picking the right stocks or bonds; it’s about building a portfolio that balances risk and reward. This balance is achieved through asset allocation and diversification, two fundamental strategies that can help protect...
by Marilou Davido | Aug 22, 2024 | Resources
When planning for retirement, choosing the right Individual Retirement Account (IRA) is crucial. The two most popular options are the Traditional IRA and the Roth IRA. Each has its own set of benefits and tax implications, making the decision dependent on your...
by Marilou Davido | Aug 7, 2024 | Resources
Teaching financial literacy to young students can be both enjoyable and impactful when integrated into their daily activities. By incorporating financial concepts into everyday classroom practices, you can help students develop a strong understanding of money...
by Marilou Davido | Jul 29, 2024 | Announcements
Our annual party of staff, family, and friends is a wonderful time to reunite, relax, and laugh.
