4 min read
Records Retention: What to Keep, What to Toss and Why It Matters
With tax season in the rearview mirror, many individuals and business owners wonder how long they should hold on to...
Julie is the Firm Administrator with SSB. She assists the management team in administration of the firm relating to quality control, accounts payable, bookkeeping, payroll, employee benefits and policies and procedures. Julie coordinates all functions of the administrative team to maximize efficiencies and communication and to strengthen teamwork.
4 min read
May 7, 2026
With tax season in the rearview mirror, many individuals and business owners wonder how long they should hold on to...
5 min read
May 6, 2026
A Roth option is now almost universally offered by 401(k) plans, according to the Plan Sponsor Council of America's...