Ideas & Insights

Retirement Confidence Survey

June 23, 2015, No Comments by Niels A. Jepsen

Every year the Employee Benefit Research Institute (EBRI) conducts a survey about retirement confidence. Last year, we reviewed the results here

Identity Theft Prevention

June 19, 2015, No Comments by Kimberly L. Curtis


Did you know that in 2011 alone, $70 million in fraudulent tax refunds were collected? That's a pretty staggering number.

Tax Credits for Summer Camp

June 16, 2015, No Comments by Shannon E. Johnson


Ah, summer. It's that gorgeous time of year when the pools open and road trips are planned. Personally, I am counting down the days to camping trips and lake dips. Who doesn't love a little warm R&R? 

Medicare Changes

June 02, 2015, No Comments by Niels A. Jepsen


As the aging population is learning, healthcare costs are a huge element of financial planning. While trying to estimate your needed retirement funds, it's important to understand Medicare and your reliance on it. The Medicare Access and CHIP Reauthorization Act of 2015 became law on April 16, 2015. With this new law passing, there have been updates to certain Medicare provisions: 

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