One of the most impactful provisions of the SECURE Act 2.0 is the requirement that catch-up contributions for certain employees be made on a Roth basis. Beginning in 2026, participants age 50 and...
Retirement planning can feel like a distant concern when you’re working long hours on a job site. For construction workers, the demands of the trade irregular schedule, seasonal work, and the physical...
As advisors focused on the auto retail industry, we see the same pattern over and over: a dealership has a buy-sell agreement or “succession plan” that looked fine years ago—until life happens....
The third quarter of 2025 saw global financial markets continue their upward trajectory, extending the recovery that began in the second quarter following a turbulent start to the year. Equities, led by...
In today’s competitive auto retail industry, attracting and retaining top talent is just as important as moving vehicles off the lot. Dealerships invest heavily in marketing, inventory management, and customer experience, but...
Written By: Alannah DiBona, Executive Director at WindHorse Counseling & Barbara Maietta CFP® Women today often carry multiple responsibilities, professional, family, and personal. Many juggle careers, parenting, caregiving, managing a household, and nurturing...
Written by: Joey Waterman Think of tariffs as an admission fee your government puts on imported goods. A tariff is a tax placed on products coming into the country, often with the...
What Is Passion? Passion is that fire inside you—that deep excitement that lights you up when you think about a particular activity, cause, or idea. It’s more than a hobby or a...
Some couples start out with both people fully participating in their finances, and others have a division of labor in which one person is in charge of the finances. There may come...
In the construction industry, attracting and retaining skilled workers is no easy task. Between high turnover, seasonal employment, and the need to remain competitive in a tight labor market, providing meaningful benefits...
As a successful automotive dealer principal, you have fine-tuned every part of your operation — from inventory management to customer satisfaction, marketing to manufacturer relationships. But one critical system might still be...
Written By: Joey Waterman Locking or freezing your credit report is one of the most effective ways to protect yourself from identity theft. It helps prevent new accounts from being opened in...
