ACG Blog

I don’t know about you, but it’s hard for me to believe that it’s a new year already. Where did 2017 go? A client recently asked me if I could recommend one piece of advice for retirement savings in the New Year, what would it be? My overwhelming res...

When deciding how to invest your money, the most important question is, “How much risk should I take?” Your answer can mean the difference between meeting your goals—for example, retiring when and how you want—and falling short of them. Unfortunately...

So, you’re a dentist making a decent salary, but you just can’t seem to get ahead in your financial standing. Sound familiar?

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

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 ...

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.

Employers who sponsor defined benefit or cash balance plans may decide one day that the contribution requirements are too high or that they would prefer to provide retirement benefits through a 401(k) plan instead. In these cases, the companies might...

This is Part 2 in a two-part series on the mechanics of cross-testing.

This is Part 1 in a two-part series on the mechanics of cross-testing.

Small business owners who are looking for tax-deductible retirement contributions greater than those available in a 401(k) plan should consider adopting a defined benefit (DB) plan.