Putting Clients Second

by Justin Knapp | Feb 9, 2017 | Financial Articles

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 articulated by Gary Cohn, the new director of the National...

An account that can keep your retirement savings healthy

by Justin Knapp | Feb 9, 2017 | Financial Articles

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 have also proposed changes that...

A Hierarchy for Retirement Savings

by Justin Knapp | Feb 9, 2017 | Financial Articles

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 same time she’s getting her career off the...

The Big Lesson From 2016 for Your Retirement Planning

by Justin Knapp | Jan 10, 2017 | Financial Articles

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 of your life. But when it comes to takeaways that can improve your retirement planning...