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Confirmation
4 May, 2021
Spring is a wonderful time of year. Snow melts, flowers bloom, docks, and boats are placed in the wa...
Planning for Physicians: Managing Contributions Between a 401(k), 457(b)
4 May, 2021
As many of our readers likely know, the Federal government provides strong incentives for saving for...
Retirement Plan Restatement
4 May, 2021
Every six years the Internal Revenue Service (IRS) requires certain qualified retirement plans to be...
Meet Naomi Schempp
4 May, 2021
Naomi is a native of Garrison, North Dakota, and she has called Fargo home since 2002. She works on ...
Wills: The Cornerstone of Your Estate Plan
4 May, 2021
Adapted from Broadridge Investor Communication Services If you care about what happens to your money...
Onward
2 February, 2021
We have all been confronted with challenges over the past 10 months. Whether we needed to find a n...
IRS Updated Life Expectancy Tables
2 February, 2021
With many other things going on in November, it was easy to miss when the IRS issued new life expect...
Retirement Plan Limits for 2021
2 February, 2021
The Internal Revenue Service (IRS) has set inflation-adjusted limits for IRAs and company-sponsored ...
HTC Team News and Honors
2 February, 2021
Dustin Sobolik recently earned his Certified Financial Planner (CFP) designation. Dustin completed a...
Meet Ethan Linder
2 February, 2021
Meet Ethan Linder Ethan is one of our newest employees, having joined the team less than five months...
Balancing Work and Family
2 February, 2021
Adapted from Broadridge Investor Communication Services At one time, the typical American family loo...
30 Years: Our Core Culture Has Stayed The Same
3 November, 2020
Well, HTC has passed another milestone – 30 years. According to the US Bureau of Labor Statistics,...
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