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Friday, April 22, 2022

Job stress is defined as the harmful physical and emotional responses that occur when the requirements of the job do not match the capabilities, resources, or need of the worker. Learn how to reduce workplace stress.

Thursday, April 7, 2022

For companies with 2-49 employees, this chart provides an overview of key required benefits notices and filings for employers and plan administrators under federal law.

Thursday, April 7, 2022

For companies with 50+ employees, this chart provides an overview of key required benefits notices and filings for employers and plan administrators under federal law.

Wednesday, April 6, 2022

If you're wondering how an HSA, Health FSA, and a Traditional HRA compare to one another, you'll find this chart to be a helpful tool.

Thursday, June 24, 2021

The percentage of older Americans with debt is at its highest level in almost 30 years, and the amount and types of debt are on the rise. In recent years, the increase has largely been driven by the 75-and-older age group – a...

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Thursday, June 24, 2021

After two years of decreases, interest rates on federal student loans are set to increase almost a full percentage point for the 2021-2022 school year.(1) The interest rates on federal student loans are reset each year after the May...

Friday, June 4, 2021

Despite the economic shock of the coronavirus pandemic, American workers and retirees remain largely optimistic about their financial prospects for retirement. In its annual Retirement Confidence Survey conducted in January 2021, the...

Friday, June 4, 2021

If you have qualifying children under the age of 18, you may be able to claim a child tax credit. (You may also be able to claim a partial credit for certain other dependents who are not qualifying children.) The American Rescue Plan...

Thursday, May 6, 2021

For information regarding the Blue Cross Blue Shield Class Action Settlement, please use the contact information listed below. Settlement website at www.BCBSsettlement.com (includes FAQs) Settlement phone line 888-681-1142 Settlement...

Tuesday, April 20, 2021

In our commitment to provide ongoing communication and leadership, we are writing to you today to share the findings of our most recent economic committee meeting of the Freedom Capital Management Strategies®. The quarterly market...

Thursday, January 21, 2021

As particular COVID-19 vaccines have been authorized by the Food and Drug Administration (FDA) for emergency use and are starting to become more available, employers continue to grapple with how they should (or should not) address the...

Monday, December 21, 2020

Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased. IRA contribution limits The maximum amount you can contribute to a...

Sunday, December 6, 2020

1st Vice President, Jordan Taylor, CFP Jordan Taylor, CFPFor most of our lives, retirement is a distant thought that seems years and years away. Then, as with all things time-related, we find this new phase of life to be just around...

Tuesday, October 13, 2020

Vice President of Wealth Management, Alec Knight, CFP Alec Knight, CFPAt any given point in time, retiree confidence is an important measurement. People want to know that they will have the funds they need to live comfortably when it...

Sunday, November 10, 2019

Brooks Financial Group is a long time supporter of Calvert Hall College High School and their Red C Challenge. In fact, Paul Brooks, President of Brooks Financial Group, is the Challenge's Chairman. Calvert Hall's Red C Challenge was...

Wednesday, November 6, 2019

Brooks Financial Group, Inc. has been the proud title sponsor of the Turkey Bowl for many years. A community and family tradition for 100 years, the Turkey Bowl football game is held on Thanksgiving Day and features two wonderful local...

Friday, August 16, 2019

Brooks Financial Group, Inc. is proud to announce our role as a Presenting Sponsor in Calvert Hall College High School's 175th Anniversary Year Celebration. The Brooks Financial Group (BFG) family has always maintained strong ties to...