Mar 06

How Could A Hybrid Retirement Plan Work For You

One of the most overlooked but critical aspects of savings or achieving any financial related goal is determining why you want to save.  That may sound simple, but let me give you an example. Client: I want to retire at 55. Me: Why? Client: I hate my job. Me: What will you do in retirement, […]

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Jan 27

5 Questions to Ask as You Begin Your 2020 Tax Planning

While I often talk to people about how tax planning should be year-round, it obviously gets the most attention at the beginning of the year when tax preparation begins in earnest. Planning at the beginning of the year should be focused on the following; What are your retirement contributions plans?  Are you focused on 401(k), […]

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Jan 07

Five Ways to Support Your 401(k) Plan

As a 401(k) advisor, I help to reduce your 401(k) workload, but I also help to reduce your liability by taking on a fiduciary role.  Bottom line, my biggest responsibility is to identify and mitigate your personal liability risk while helping to empower your employees to build assets for their retirement. Learn about the five areas where we can elevate and support your 401(k).

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Jan 07

Setting Priorities; 3 Essential Factors to Begin the New Year

New Year resolutions and goals are a huge part of ringing in the new year.  And while having goals are important, studies have shown that less than 25% of people actually stay committed to their resolutions after just 30 days, and only 8% accomplish them. So what can you do to help yourself achieve your personal […]

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Dec 05

How to go Beyond Traditional 401(k) Education & Advice

While some plans worry about the legal consequences of offering advice programs, the Pension Protection Act (PPA) and related DOL guidance continue to support education and advice programs.  We believe that an effective plan design will provide good alternatives for participants, and effective education and advice programs will enhance the likelihood that participants will make […]

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Dec 03

5 Options on How to Handle Your Year-End Bonus

So, you just received your company bonus check.  Now, what should you do with it? Before you go out and spend it on something that you might regret, have you had a chance to review your wealth planning pie? Your wealth planning pie consists of all your wealth planning priorities, goals, and objectives.  No matter […]

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