Each year the Internal Revenue Service (IRS) evaluates its limitations for employer-sponsored retirement plans (401(k), 403(b), 457, TSP, etc.), individual retirement accounts (IRA), Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), dependent care accounts, and payroll taxes for Social Security,... Read More
It’s natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited. Read on to explore the purpose of FDIC... Read More
C.H. Dean is pleased to announce an expansion to the Dean Mutual Fund family with the launch of a new mutual fund: Dean Equity Income (DAEIX). To be taken to Dean Mutual Funds Website and read the full write up... Read More
Each year the Internal Revenue Service (IRS) evaluates its limitations for employer-sponsored retirement plans (401(k), 403(b), 457, TSP, etc.), individual retirement accounts (IRA), Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), dependent care accounts, and payroll taxes for Social Security,... Read More
The term “diversification” is often heard but not always fully understood. Proper diversification of investments can help investors minimize risk and volatility in their portfolio, while maximizing returns. Diversification is more than avoiding too many eggs in one basket. Rather,... Read More
Each year the Internal Revenue Service (IRS) evaluates its limitations for employer-sponsored retirement plans (401(k), 403(b), 457, TSP, etc..), individual retirement accounts (IRA), Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), dependent care accounts, and payroll taxes for Social Security,... Read More
What is a cash balance plan? A cash balance plan is a type of retirement plan commonly referred to as a hybrid plan since it is a defined benefit plan (i.e., pension) that looks and operates like a defined contribution... Read More
Dean Capital Management LLC (“DCM”) is happy to announce that Jason E. Solomon, investment analyst, has passed the CFA Level 3 exam, which he sat for in May 2021. With the passing of this test, and membership acceptance into the... Read More
U.S. citizens currently hold more than $12 trillion in individual retirement accounts (IRAs). A large portion of that IRA money will be spent by account holders during their retirement, but a sizable portion will be inherited by beneficiaries in the... Read More
When it comes time to invest in the stock market, it pays to have an investment plan and stick with it. It can be tempting to try to time investments in the market to avoid downturns, but it is hard to... Read More