Posted on: 27 Apr 2020
In a volatile environment like the one we find ourselves in today, some investors want to take action just to…
Posted on: 20 Nov 2018
While we all want to grow older, we don’t necessarily want everything that comes with aging. According to the U.S….
Posted on: 22 Feb 2017
It might not happen to every business owner but there are times a company is generating more profit for the owner than they can shelter in a traditional 401(k) retirement plan. A cash balance plan could be a good way for you to shelter more of your income and put more aside for retirement.
Posted on: 25 Feb 2016
The investment world offers so many options not just in your investments, but in those you work with who manage them. How can the average investor have confidence that the investment firm and/or professional that they choose fits the bill?
Posted on: 30 Nov 2015
The business owner who wants to build a successful business may offer a 401(k) retirement plan to his or her employees as a benefit. While this is a great tool to attract talent, it also gives the business owner another hat to wear: that of Trustee of the retirement plan.
Posted on: 13 Oct 2015
Healthy lifestyles and great genes are big contributors to longevity. If you hope to be among the elite group of Cententarians, how can you plan for a 100-year old’s financial future?
Posted on: 02 Jul 2015
While divorce is not the most pleasant subject for an article, it’s important to know some basics should it happen to you or someone you know. With the current divorce rate over 50%, it is a good idea to consider what happens if you married without a prenup and your marriage doesn’t work as planned.
Posted on: 18 Sep 2014
Have you seen an article about converting your IRA to a Roth IRA? Many financial companies are running ads encouraging people to “convert”, hoping to cash in on the big “opportunity”.