Jar full of coins with a plant growing

 

 

One of the biggest changes you’ll experience is transitioning from steady employment to retirement. If you’re counting the days till your retirement party and final good-byes from your colleagues, it’s important to think about a significant shift in your daily life.

Jar full of coins with a plant growing

 

 

As 2019 kicks off, it encourages fresh starts, good intentions, and yes – New Year’s resolutions.  Many people turn their thoughts to improving their physical health or shedding a few pounds.  It is also a great time to commit to getting in better financial shape...

Toys For Tots

 

Each year Quest participates in a holiday program to benefit a local charity. This year we are proud to announce that we will be collecting toys for the United Stated Marine Corps Reserve’s Toys for Tots program...

Roth IRA in jar full of coins

 

Originally created as a savings tool for retirement, the Roth IRA was established by the Taxpayer Relief Act of 1997. And like its cousin the Traditional IRA, Roth IRAs allow for tax- deferred growth but with the added advantage of tax-free qualified distributions and no required minimum distributions after age 70 ½....

Man using a calculator putting coins in a jar.

 

Small business owners are particularly sensitive to taxes and may find some relief with The Tax Cuts and Jobs Act of 2017. Internal Revenue Code Sec. 199A, known as the qualified business income deduction or “pass-through deduction”...