Monthly Archives: March 2021

In this month’s Client Line newsletter, several pertinent topics are covered: Learn about SIMPLE IRA and SEP-IRAs Triple tax advantages of health savings accounts (HSA) The basics of Workers’ Compensation Insurance Non-financial perks like flexible work arrangements Click HERE to download … Read More

  In this month’s Client Line newsletter, several pertinent topics are covered: Significant tax breaks from home ownership Handy checklist for estate planning Your financial plan for 2021 Customer retention via loyalty programs Click HERE to download and view the newsletter