Atypical Insights

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Roth Rules: When to convert your 401(k) to a Roth IRA.
Roth Rules: When to convert your 401(k) to a Roth IRA.

I recently received an email from a client who left his job. He had quite a bit of money in his...

Little Perks, Big Impact
Little Perks, Big Impact

It’s National Leave the Office Early Day! So go ahead and pack up your stuff. Go home! No one can...

Save Money on Credit Card Transaction Fees
Save Money on Credit Card Transaction Fees

If I asked you to open your wallet, I suspect you’d be able to show me a few credit cards (some...

How to Pay for College
How to Pay for College

If you’re the parent of a high school senior, we know that money is on your mind. While your child...

National Bike to Work Day Is The Perfect Time to
National Bike to Work Day Is The Perfect Time to "Go Green"

The third Friday in May (that’s today!) is National Bike to Work Day. This day originated back in...

Trump Wants to End Obamacare SHOP
Trump Wants to End Obamacare SHOP

Obamacare exempted small businesses (those with less than 50 FTE employees) from its Employer...

Wrap-up Busy Season By Truly Connecting With Clients
Wrap-up Busy Season By Truly Connecting With Clients

During our own busy season, we touched on the importance of motivating employees and avoiding...

ACHA Passed the House, So Where Do We Stand on Healthcare?
ACHA Passed the House, So Where Do We Stand on Healthcare?

Last week, the U.S. House of Representatives, by a narrow margin, passed the American Health Care...

Taxes on Internet Purchases: Marketplace Fairness Act Reintroduced
Taxes on Internet Purchases: Marketplace Fairness Act Reintroduced

Back in 2014, we brought to your attention the Marketplace Fairness Act, a piece of legislation...

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