May 12 2017

Measuring Service in Pensions: Something They Didn’t Teach in Nursery School

Do you remember any songs from nursery school? I remember one that went something like this: "It’s time, time, time. It’s tickety time to tell time. And if you didn’t know what time it was, You’d have the most horrible, simply deplorable Tickety-tock...

May 10 2017

Tips for Virginia Dental Practice Owners to Save More in Taxes Through 401(k) Plan Design

Owning a dental practice can be very lucrative, but achieving financial success is not an easy road for dentists.

May 05 2017

4 Essential Money Conversations to Have with Your Aging Parents

Financial conversations with your aging parents are not easy but they are necessary. There may be hesitation on the part of both parents and their adult children to have conversations about money. However, in the end, these conversations are invariab...

May 03 2017

Investor Insights: May 2017

See our recap of April's key statistics and market commentary to help guide your investment decisions.

April 26 2017

What is Goal-Based Investing?

Often, investment advisors focus conversations solely on returns and risks. Topics like asset allocation, mutual funds versus ETFs, and other technical areas can become the main points of discussion. While what you are investing in is certainly impor...

April 19 2017

Retirement Plan Compensation in an S Corp: What Counts, What Doesn’t

How much money do you make? How much did you make last year? For most of us, that is a fairly easy question. If you don’t know offhand, you can pull out a pay stub, tax return, or Form W-2 and get the answer.

April 12 2017

6 Things Nobody Told You About Trading ETFs

ETFs are a popular investment option for both individual investors and financial advisors serving their client’s investment needs.

April 06 2017

Investor Insights: April 2017

See our recap of March's key statistics and market commentary to help guide your investment decisions.

April 05 2017

Six Tough Questions to Ask a Potential Financial Advisor

It’s one of the most important decisions you’ll make in your financial life, if not the most important decision. We’re referring to your choice of a financial advisor. The benefits and rewards of making a good choice are tremendous. Namely, you will ...

March 29 2017

Tips for Helping Manage Your Elderly Parents' Finances

In many families, there comes a time when grown children have to step in to help manage their elderly parents’ finances. This often happens when parents have lost the mental capacity to make important financial and investment decisions themselves.