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What are some financial topics you're looking to learn about?  Occasionally, I will post general financial topics and answer questions.  Feel free to submit a request for a topic.

Friday, September 18, 2020

Welcome to the Weekly SUMmary - 09/18/2020 Who's going to win? How will it affect the markets? What do I do? If any of these questions sound familiar, you should register for a presentation I'm hosting next week. Link below....

Friday, September 11, 2020

Welcome to the Weekly SUMmary - 09/11/2020 Today is National 401(k) Day.

Friday, September 4, 2020

This week, some employers may be utilizing the Payroll Tax Holiday. Before we look at options of how to handle this, let's cover the basics. The Payroll Tax. What is it? Tax paid by employers and employees. If you happen to be...

Monday, August 31, 2020

What makes you do what you do? My answer... Family. You may think, "Family makes Nathan (Nate, truly no preference), work in financial services?" I have some family that have been adversely impacted by decisions that were made based on...

Thursday, March 21, 2019

The deadline for 2018 retirement contributions is approaching. Find out more in this blog post.