CoSource Financial Group LLC

04/25/2025

Financial Literacy Tip: Automate your retirement savings for convenience and consistency! Set up automatic contributions to your 401(k) and other retirement accounts to ensure regular deposits without the need for manual intervention.

04/20/2025

Happy Easter from all of us at CoSource Financial Group!

04/18/2025

Wishing you a reflective Good Friday.

04/15/2025

Financial Literacy Tip: Take advantage of catch-up contributions if you're over 50! Individuals aged 50 and older can make additional contributions to their 401(k) and IRA accounts. It's never too late to boost your retirement savings and secure your financial future.

04/09/2025

April is National Social Security Month! Social Security benefits are designed to supplement your retirement savings, not replace them entirely. Take a proactive approach to retirement planning by contributing to employer-sponsored retirement accounts like 401(k)s and IRAs, in addition to Social Security.

04/03/2025

Financial Literacy Tip: Start saving for retirement early! Contribute to your employer-sponsored 401(k) plan to take advantage of tax-deferred growth and employer-matching contributions. The earlier you begin, the more time your investments have to grow.

03/27/2025

Are you a business owner looking to acquire another company? As if the idea of an acquisition is not complicated enough, there are a handful of items to consider when acquiring another firm that is offering a 401(K) plan to its employees. https://bit.ly/3QBTtLR

03/21/2025

Celebrate World Down Syndrome Day with one of our favorite organizations, Upside Downs! 💙💛

💙💛Best. Day. EVER.💛💙

Today we’re painting the town blue and yellow in honor of all of our friends with Down syndrome!

How can you join in the celebration?

💙Wear a blue or yellow shirt (bonus points for Upside Downs gear 😉)
💛Rock your crazy socks
💙Drop a picture in the comments to show us how you’re celebrating! 📸

The celebration continues tomorrow! Lace up your running shoes…or dancing shoes, and join us at the 3.21 Dash! 🏃🎶 https://runsignup.com/321dash2025

03/19/2025

The recent passage of the Social Security Fairness Act marks a significant milestone for millions of public sector retirees. This landmark legislation, signed into law on January 5, 2025, repeals two long-standing provisions: the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). These provisions had previously reduced or eliminated Social Security benefits for many public employees who also received pensions from non-Social Security-covered employment. https://bit.ly/3F6cROl

03/17/2025

Happy St. Patrick's Day!

03/13/2025

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax provides a recap of returns for February and then shifts to an update on policies in Washington, a slowing economy and our outlook going forward. https://bit.ly/43tA8Eh

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax provides a recap of returns for February and then shifts to an ...

03/10/2025

Curious about the differences between traditional and Roth 401(k) plans? We've got you covered! Discover the key differences and benefits in our blog. https://bit.ly/48updce