April 27, 2017 In the new world of fiduciary scrutiny and media attention, many employees are looking at their retirement plan to see if they are paying the lowest cost for their plan investments. Plans which use revenue sharing to pay...Read More
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This time of year, I have a lot of discussions with clients regarding the amount of taxes they were required to pay for the prior year. A number of my clients are at the stage of life when they are required to take an annual...Read More
Executive Summary The standard advice in saving for retirement is rather straightforward: save as much as you can, starting as early as you can, to maximize the amount of your savings and how long it has to grow. The more you can get...Read More
Even higher-income investors may be able to benefit from this credit on occasion--or help someone else do so. As the mid-April tax-filing deadline draws close, many investors scramble to invest in an IRA for the previous tax year. The...Read More
Checklists. Doctors use them. Engineers use them, Pilots use them. A checklist is a tool to manage complicated jobs. Now let’s put that concept into the context of an individual who has fiduciary responsibilities for an ERISA...Read More
Tax season may be the time to bring up financial concerns with parents and elderly relatives. As these individuals age, we should approach their financial planning with care and with respect. Here are 11 important questions to...Read More
Making sound financial decisions begins with asking the right questions. Start with the questions we’ve provided here to chart a course for financial well-being: Investing: Accumulate and maintain wealth When there are so many...Read More