December 6, 2024
Cash Balance Pension Plans Could Help Supercharge Your Retirement Saving
Whether you’re behind on retirement savings or simply hoping to beef up your account balances, a Cash Balance Pension plan can supercharge your savings.
Felton & Peel Blog
Small Business Planning
Financial planning insights, tax strategy, and retirement guidance from Felton & Peel Wealth Management.
December 6, 2023
4 Ways to Prepare for the Upcoming Tax Cuts and Jobs Act (TCJA) Sunset
Four of the most important steps to take to understand and prepare for this upcoming Tax Cuts and Job Act (TCJA) sunset.
June 9, 2020
Time for Change: The Lack of Minority Leadership in Finance
We need to do a better job of addressing the lack of minority leadership in finance, showing minorities there is a seat for them at the table.