November 07 2018

Qualified Plan, IRA and Social Security Limits Announced for 2019

The IRS, Pension Benefit Guaranty Corporation (PBGC) and Social Security Administration (SSA) have announced 2019 contribution and benefit limits and other numbers of interest. Many of these can be found here. Most limits and thresholds will see mode...

November 01 2018

Investor Insights - November 2018

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

October 24 2018

Which Is It? Pay Less Taxes, Spend More Time with the Love of Your Life or Both?

Someone said to me the other day, “Growing up has been really hard. I liked it when I was a kid!”  It was spoken during a discussion about all the responsibilities associated with owning and managing a business or professional practice. So why can’t ...

October 10 2018

Participant Loans: Are They Right for Your Plan?

There was a time when a good friend convinced me to go with a car lease instead of a purchase. I never had leased a car, but she pointed out all of the great reasons why leasing was better. I ran out and leased a high-end SUV for three years. When my...

October 02 2018

Investor Insights - October 2018

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

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 ...