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Category Archives: Retirement

How To Plan Your Finances In 2023

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This entry was posted in Artesys, Educational, Retirement. Bookmark the permalink.

Hello, 2023! We hope everyone had a wonderful holiday season celebrating with family and friends.  Let’s face it, last year was a tough year for many. From a tough economic climate to getting back into the office after two years of working from home, there was a lot of change….

Wells Fargo 401(k) Lawsuit- Here’s What You Should Know

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This entry was posted in Educational, Retirement, Risk Analysis. Bookmark the permalink.

Imagine you begin investing in your employer offered 401(k) retirement plan, only to find out those managing said funds may not be working in your best interest. For employees at Wells Fargo, this is a sad reality many have faced. The company has agreed to pay $32.5 million after settling…

Saving money during the holidays

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This entry was posted in Artesys, Educational, Millennials, Miscellaneous, Retirement. Bookmark the permalink.

The holidays have officially arrived and we love seeing the streets filled with holiday lights and seasonal decor. While this is always a very exciting time of year, it’s also a period that can get out of hand when it comes to spending money. And in the worst case scenario,…

Tax Strategies for Employers (and Self Employed) in 2022

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There are many advantages and tax strategies for those who are self employed. It is important to implement these retirement tax strategies as soon as possible (preferably before year end) to get the most benefit from these savings on your 2021 tax bill. Continue reading

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