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...
Michelle is an Administrative Specialist with SSB. She provides administrative support and performs administrative tasks for all team members of the firm, including support for the CAAS team, collates tax returns and monitors tax controls for the firm. As a Director of First Impressions, Michelle delivers a high level of professional courtesy to SSB clients.
Michelle is a member of the National Society of Leadership and Success. She is a graduate of Southern New Hampshire University.
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...