Blog

9 Feb 2017 No Comments

Putting Clients Second

The Trump administration recently announced that it intends to review, and presumably overturn, the Obama-era fiduciary duty rule that is scheduled to take effect in April. The administration’s case was […]

9 Feb 2017 No Comments

An account that can keep your retirement savings healthy

Using your health savings account just to cover current medical expenses could be short-sighted. HSAs are increasingly common as employers introduce high-deductible health plans. President-elect Donald Trump and Republican lawmakers […]

9 Feb 2017 No Comments

A Hierarchy for Retirement Savings

It’s a rare newbie investor who has the financial wherewithal–and foresight–to hit the ground running on a retirement savings plan, making the maximum allowable IRA and 401(k) contributions at the […]

10 Jan 2017 No Comments

The Big Lesson From 2016 for Your Retirement Planning

In a year that witnessed one of the most divisive and wackiest presidential election campaigns in U.S. history, it’s not hard to find lessons that can apply to various aspects […]

10 Jan 2017 No Comments

Choosing an IRA Beneficiary? Choose Wisely…

Key Takeaways: Your choice of beneficiary(s) for your IRA can have major tax consequences. Choose wisely with your advisor’s counsel. Leaving your IRA to an individual is a simple and […]

10 Jan 2017 No Comments

How To Sell Finance Books Like Harry Dent

In early-2009, as it seemed like the financial world was teetering on the edge of collapse, I was asked by a family member what I thought about a new book […]

10 Jan 2017 No Comments

The hidden dangers of leaving an inheritance without proper planning

For many investors, setting aside inheritance money for their heirs and loved ones is a natural part of retirement planning. But doing this successfully is not easy, and fortunes rarely […]

8 Dec 2016 No Comments

Is a Roth IRA Conversion Allowed When a Retiree Is Turning 70½?

There’s no age limit for doing a Roth conversion, says Jeffrey Levine, chief retirement strategist for Ed Slott & Co. in Rockville Centre, N.Y. You could do one at age […]

8 Dec 2016 No Comments

Five Social Security myths debunked

Getting your arms around Social Security can be pretty complicated. Misinformation, partially informed opinions, and complex benefits formulas can easily lead one down an incorrect—and costly—path. Read Full Article Here… […]

8 Dec 2016 No Comments

Save clients from costly RMD aggregation mistakes

When it comes to taking required minimum distributions, the source matters. Many clients have more than one retirement plan or account. When they reach age 70½ and have to start […]