Video, Article, & News Library

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Market Commentary

In our commitment to provide ongoing communication and leadership, we are sharing with you the outcomes of our most recent economic committee meeting for the Freedom Capital Management Strategies®. This quarterly update provides insights from our economic committees findings on the macro-economic environment. 

This report is available in both video and print formats.  

Creative Planning

In wealth management, creative thinking is both an art and a science. Use this video to show your clients how your creative ideas can help them visualize potential future outcomes.

 

Building on a Strong Foundation - Small Business

Small business owners face unique challenges. Learn about strategies and resources that can help you plan for your future.

Type Video Topic Small Business

Women: Moving Forward Financially after the Loss of a Spouse

The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation. Even if you've always handled your family's finances, the number of financial and legal matters that have to be settled in the weeks and months following your loved one's death can be overwhelming. 

Receiving Unemployment Benefits

Do you worry about changes in the economy? Have you recently been fired or a victim of downsizing? Whatever your situation, you may be wondering if you're eligible for unemployment benefits. For a basic understanding of how unemployment benefits work, read on!

Am I eligible?

Although specific eligibility requirements vary from state to state, most states have the same basic standards for collecting unemployment benefits. They include:

There's Still Time to Contribute to an IRA for 2018

Taxpayers have until their tax return due date (not including extensions) to contribute up to $5,500 to an IRA for 2018 ($6,500 if they were age 50 or older on December 31, 2018). For most taxpayers, the contribution deadline for 2018 is April 15, 2019 (April 17 for taxpayers in Maine and Massachusetts).

Make your contribution today!

Most Common Summary Plan Description Mistakes

One of the most important documents participants must receive automatically when becoming covered under a health benefit plan that is subject to ERISA (the federal Employee Retirement Income Security Act) is a summary of the plan, called the Summary Plan Description or SPD. The fact is, many employers are confused about this very important ERISA-required disclosure, which can put them at risk.

BFG Benefits Brief and HR Newsletter

Health FSA Limit to Increase in 2019

calendarThe ACA imposes a dollar limit on employees' salary reduction contributions to health flexible spending arrangements (health FSAs) offered under cafeteria plans.

2019 Health Care Reform To-Do List

If your small business has fewer than 50 employees and offers fully-insured plans, you're sure to find this 2019 Health Care Reform To-Do List helpful.  Download a copy today.

Federal & State Minimum Wage Charts

The 2019 Federal and State minimum wage chart has been published.  Employers should be advised that different rates may apply to employees and in cities and counties that have passed local minimum wage ordinances. Be sure to confirm the wage requirements that apply to your business with your state Department of Labor.

To view a copy of the current chart, please use the link below.