March Madness can be a little like Investing: How so?
How is investing similar to March Madness? Hint: There may be parallels between your bracket selection and investing. We'll show you how!
Estate Planning 101 in 2022: Are you prepared?
Estate planning can be a complex process, but you can make it easier with the support of capable, experience professionals. Learn about some of the documents you should include in your estate plan.
Why is Benchmarking Your Plan Important?
If you offer a 401(k) plan for your employees, are you reviewing it regularly? Here's why benchmarking your plan is important and how a financial advisor can help.
Why You Should Regularly Review Your Company's 401(k) Plan
An employer sponsored 401(k) plan is an employee benefit that is hopefully highly valued by your employees. When you have a good plan, your employees may be more apt to contribute towards their retirement. Reviewing your 401k plan helps you know whether your fees and expenses are within reason, investments options are still optimum, and whether employee education and guidance is up to par. After reviewing, it may be time to make a switch.
RMDs for 2021: Here's What's Changing
The CARES and SECURES Acts offered financial relief during COVID-19. And though some of the benefits of these acts are no longer in effect, some of the rules within them were enacted as permanent changes in 2021. In this article, we will look at how these changes affect RMDs in 2021.
A Guide to Preparing for Your First Meeting with Your Financial Advisor
Whether you’ve worked with a financial advisor before or this is your first time, being prepared for your initial meeting can be helpful in getting the financial planning process- and your relationship with your advisor – off to a good start.