Economic indicators are both useful and unreliable at the same time. They are, as an old friend of mine used to say, “...a relatively accurate predictor of something that’s already happened.”
Read More“But if your goal is about figuring out what drives you, what motivates you, what inspires you, what is the purpose for this money – that’s what I want to do. That’s purpose driven.”
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No two businesses are exactly alike. (We know, we know: that observation has been marketed to a slow, inevitable death in the Valley of Clichés.) But the fact remains: different businesses have different needs, especially when it comes to their 401(k)s.
Read More“What are ‘unrecovered contributions’?” “How many exemptions can I claim?” “The dog ate my 1099."
Read MoreThe Tax Cuts and Jobs Act has lowered income tax rates across nearly all tax brackets, and this lower tax withholding translates to slightly bigger paychecks for most folks
Read MorePresident Trump has signed the Tax Cuts and Jobs Act into law. So what does it mean for you? Some provisions of the law—like lower tax withholding—will likely be noticeable to you before you file your 2017 taxes.
Read MoreIt’s that special time of the year, as we gather together with loved ones around hearth and table… shoring up our budgets and looking for possible tax deductions on our 2017 tax returns. Truly a magical season.
Read MoreAre changes on the way for your 401(k)? With Capitol Hill and political pundits’ radio shows abuzz with talk of tax reform and what exactly said reform entails, there has been much speculation...
Read MoreTips on safeguarding your personal information in the wake of the Equifax breach.
Read MoreMake the decision that you want to be in control of your affairs. There are a lot of pointers you can incorporate into your financial health, but here are a few we think you should keep front of mind!
Read MoreInertia can keep employees from taking full advantage of their 401(k) plans. But a strong plan design can make a huge difference to plan participation and employee outcomes.
Read MoreA simple error may impact your ability to claim at a particular age and may reduce your benefits.
Read MoreProtect yourself and your family from fraud this tax season by familiarizing yourself with some of the tactics used by scammers.
Read MoreRetail is down, gold is up and it’s -5 degrees outside. By the time I finish this article, all of this will change! Read on to see why we emphasize the importance of our risk management process.
Read MoreRetirement relocation is becoming a big business which isn’t exactly surprising, given 10,000 Americans turn 65 each day.
Read MorePerhaps the most vexing thing about being a 401(k) plan advisor is dealing with the reality that many people have a remarkable lack of interest in planning their retirements.
Read MoreA few tips to remember during the first 100 days of any new administration.
Read MoreHaving enough money to live on ensures choices, not happiness. Good advisors want to know how you "feel" about your future.
Read MoreNormally, changes to Social Security are introduced through a number of years. This time, the implementation will be rapid.
Read MoreThe 4% rule is a good starting point for planning cash flow in retirement-- emphasis on "starting point."
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