Don’t Neglect Your Own Financial Plan
Financial Planning Takes Work If you’re responsible for the financial health of a company, it’s easy to neglect your personal wealth management goals. Finding the time to create a personal…
When Will Stocks Stabilize?
How deep will this correction ultimately be? Provided by Dane A. Wilson, Wealth Management Advisor January may prove to be the worst month for stocks in eight years. The S&P…
The Pros & Cons of Roth IRA Conversions
What are the potential benefits? What are the drawbacks? Provided by Dane A. Wilson, Wealth Management Advisor If you own a traditional IRA, perhaps you have thought about converting it…
Social Security Update: The End of File and Suspend
A great claiming strategy to try and optimize Social Security benefits disappears. Provided by Dane A. Wilson, Wealth Management Advisor Congress just changed the Social Security benefit rules. On October 30,…
Is Your Company’s 401(k) Plan as Good as It Could Be?
In light of a recent SCOTUS ruling, this is a good time to double-check. Provided by Dane A. Wilson, Wealth Management Advisor How often do plan sponsors check up on…
Changing Jobs: What About My Old Retirement Plan?
What do you do with your old retirement plan when you change jobs? First and foremost, don’t take a lump-sum distribution from your old employer’s retirement plan. It generally will…
New Job – Don’t Forget Your Retirement Plan
What to do with your old retirement plan when you change jobs. First and foremost, don’t take a lump-sum distribution from your old employer’s retirement plan. It generally will be…
Retirement Planning: When to Increase Contributions
Should you Increase your Retirement Plan Contributions in 2014? It’s time to start thinking about 2014 retirement plan contributions. Contributing the maximum you’re allowed into an employer-sponsored defined contribution plan…
Watch Out for These Personal Financial Strategies
The Top Three Personal Financial Pitfalls to Avoid There are three financial strategies that seem to make good financial sense at first glance, but have the potential for abuse. Here…
Audit Your Retirement Plan Before the Government Does
Retirement Plan Audit Maintenance It is a good idea for employers to self-audit their retirement plans by hiring an experienced professional to determine if there are any problems – before…