Earlier this year, we emailed everyone on our email list the following, and we once again encourage you to consult with your attorney. Though the information necessary to comply with the CTA requirements may overlap with information that we request…

The SECURE 1.0 Act, passed in 2019, redefined several retirement plan rules, including the eligibility of long-term part-time (LTPT) employees in 401(k) plans. Then, in 2022, the SECURE 2.0 Act further expanded on these initial changes. Each Act, while sharing…

Starting a business is an exciting whirlwind. Fueled by ideas and high energy, you might feel like the possibilities are endless. But transforming that dream into a sustainable, profitable venture is where the real challenge lies. In the rush of…

The SECURE 2.0 Act of 2022 introduced a new savings tool for employees: pension-linked emergency savings accounts (PLESAs). PLESAs are individual accounts connected to defined contribution plans, like 401(k)s, specifically designed to allow and motivate employees to save for urgent…

The IRS is implementing a $1 billion penalty relief program to support certain taxpayers adversely affected by the IRS’s operational difficulties during the pandemic. In 2022, the IRS had to suspend its automated reminder system for overdue tax bills due…

Crossing the $100,000 income threshold is an exciting milestone. It’s an important step toward building lasting wealth. Yet wealth encompasses much more than just your annual income – it’s the culmination of all the assets you accumulate over time.  As…

We are excited to announce that Haynie has been honored as a recipient of Denver Business Journal 2024 Best Places to Work! This esteemed recognition underscores our commitment to cultivating a workplace where individuals thrive personally and professionally. A special…

Cigna Healthcare has selected Haynie as a recipient of their 2023 Gold level Healthy Workforce Designation for demonstrating a strong commitment to improving the health and vitality of its employees through a workplace well-being program.  Culture of Health and Well-being…

Many people think financial windfalls are rare, like winning the lottery. However, windfalls are more common than many think. They can come from various sources, such as life insurance policy payouts, profits from selling a home or business, or inheriting…

Leasing a car often results in lower monthly payments but offers no ownership. Buying a car is typically more expensive upfront but builds long-term equity. The cost of leasing vs. buying a car depends on depreciation, interest, sales tax, and…