September 26 2018

What You Might Have Missed - August & September 2018

  Did you go on vacation and miss reading our blog posts? Have you been swamped at the office and opened the September Investor Insights but never got a chance to read it through?  For your convenience, I've compiled links to our recently published p...

September 19 2018

Is Your Employer Cheating You on Your Pension Lump Sum?

I took a call recently from an employee participating in a defined benefit pension plan that is being terminated. As part of the plan termination, the employee had been offered a lump sum buyout. He could take either a monthly pension or a single lum...

September 12 2018

Want to Save for Education Expenses? Open up a 529 Plan Account.

Opening up a 529 Plan is the best way to save for education expenses. In addition to providing a great means by which one can save for the ever-increasing costs of education, there are current and future tax benefits to enjoy.

September 04 2018

Investor Insights - September 2018

See our recap of August's key statistics and market commentary below. 

August 29 2018

Longest Bull Market:  How Long Can It Go?

We are currently in the longest running bull market recorded since World War II. On Tuesday, Aug.21, the current bull market, which started on March 9, 2009, tied the previous record and a few days later broke the record after hitting all-time highs ...

August 22 2018

Make Defined Benefit Plan Contributions By September 15, 2018 Even Though It’s a Saturday

You might be aware that if the due date for a tax return occurs on a weekend or holiday, that due date is moved to the next business day. This has happened a couple of times in recent years with the dreaded April 15 due date for personal tax returns ...

August 08 2018

What You Need to Know About the 2- and 10-year Spread

If you are a regular consumer of financial media, or if you get your pulse on the market from our monthly Investor Insights newsletter, you have probably seen mention of an indicator called the 2- and 10-year spread. The spread has been a recurring t...

August 01 2018

Investor Insights - August 2018

See our recap of July's key statistics and market commentary below. 

July 18 2018

Vesting Rules Determine How Much of Your Retirement Account You Own

In qualified retirement plans, vesting refers to what portion of your benefit you get to take with you when you receive a payout from the plan. It’s how much of your account you “own.” If you are 100 percent vested, it means you are entitled to recei...

July 11 2018

Three Easy Steps to Reducing Your Financial Anxiety in Retirement

You are retired. Congratulations!  It has been a long time coming, and you are now enjoying your new freedom, flexibility and options as to how you spend your days. You may be spending time with your grandchildren, traveling, pursuing a new passion o...