Broker Check
 

Planning Blog


It’s Not Just About the Numbers - Getting to the Heart of Good Financial Planning

Posted: 03/17/15

Surprisingly, clients often get much more from our financial planning engagement than they ever expected.

Read more...


January 2015 - IRA Rollover Changes Effective Now

Posted: 02/13/15

When the calendar flipped over to 2015 we were greeted with tax law changes for IRA rollovers. Although many of us won’t be affected by these rule changes, ‘I didn’t know’ is not an excuse when it comes to violating the IRS regulations.

Read more...


An Update on Social Security: Part 2 of 2

Posted: 08/25/14

With an estimated 10,000 Americans expected to retire each day over the next 19 years, it’s no wonder that Social Security has become such a hot topic.Through this two part series, we seek to address some common questions surrounding Social Security benefits, and provide an update on the Social Security Administration’s current financial status.

Read more...


An Update on Social Security: Part 1 of 2

Posted: 08/18/14

With an estimated 10,000 Americans expected to retire each day over the next 19 years, it’s no wonder that Social Security has become such a hot topic.Through this two part series, we seek to address some common questions surrounding Social Security benefits, and provide an update on the Social Security Administration’s current financial status.

Read more...


Are You Ready to Retire? 5 Questions to Ask Yourself....

Posted: 02/28/14

More than 3.5 million baby boomers will retire each year for the next 16 years. 70% of Americans are behind in their retirement savings. Many people are questioning their readiness to retire, and wondering how they can make it happen.

Read more...


What are the Options for My Pension when I Retire?

Posted: 2013

You have been diligently saving for years, and after careful planning you are finally ready to realize your ultimate goal of retirement. However, depending on your pension plan type, you may be faced with a variety of ways to withdraw money from the account. Let’s discuss the three most common options for taking pension distributions, along with the pros and cons of each one.

Read more...


It May be Time for You to Consider Long Term Care Insurance

Posted: 2013

Another year has come and gone, and it may be time for you to seriously consider adding long-term care insurance to your arsenal of financial products. There are very few things that can eat into your retirement savings quicker than a debilitating illness.

Read more...


Why should I consolidate my old 401k Plans?

Posted: 2013

If you are like thousands of Americans who have been in the work force for a while, you may have one or more old 401k plans that are still with your former employer. Generally speaking, many individuals simply do not have the sense of urgency to move their old plan, as most 401k providers will allow you to keep the money invested, regardless of your state of employment.

Read more...


What’s Your 401K Game Plan? Four Questions Every Plan Sponsor Should Be Asking

Posted: 2013

It seems that virtually everybody agrees that during the last few weeks, the investment markets have been ruled more by emotions than logic. But as we watch the markets rise and fall like giant ocean swells, it's fair to ask: how, exactly, does this happen?

Read more...