The IRS extended the last day of the initial remedial amendment period for Section 403(b) plans from March 31, 2020, to June 30, 2020.(more…)
By Joe Bousquet
To wear a mask or not? Proper Social Distancing etiquette? Confusing right?
You are not alone, there has been a lot of confusion out there lately. The confusion has been especially true in education as almost overnight most of my friends and family have become educators.(more…)
When was the last time you thought about treating yourself to the spa, a nice steak dinner, or something you have patiently waited to purchase? Most people struggle with taking good care of themselves. Especially those from the sandwich generation—taking care of their parents while taking care of their children. There just does not seem to be enough time to focus on you. National Life Group and the National Institute of Wellness disagree. Living well starts with you; so, why not start today! (more…)
In schools across the country, there are countless teachers working through their lunch breaks trying to keep up with the demands of the day. But what many don’t know is that in the time it takes to eat lunch, they could conduct a retirement savings review with a financial professional. (more…)