Life Changes On A Dime
Frequently in the financial industry, representatives will use the word transition to describe a client’s current life situation. However, what
Category: Financial Planning
Retirement Plan for Over 50: How to Catch Up on Retirement Saving
By Bill Gordon, AIF® Are you worried that you may not have enough saved for retirement? If you’re 50 or
10 Milestone Ages You Should Know
By Sunwook Jin, CFP®, CRPC®, CMFC® Age 50: Catch-up contributions for IRA, 401(k), 403(b) and other employer-sponsored retirement plans Age 55: Penalty-free
How do Financial Advisors get compensated?
By Helen Hartman, CRPC® Oftentimes, individuals prospecting for a financial advisor ask me what the “fee” or cost” would be
What are the primary subject areas covered by a financial planner?
By Helen Hartman, CRPC® When individuals are searching for financial advice, there are many areas for consideration. There are many
5 Financial Goals for 2018
By Bill Gordon, AIF® It’s the New Year again, and that means it’s time to make goals for 2018. Chances
Retirement Plan Contribution Limits Rise for 2018
Slight increases have been made due to mild inflation. You will able to put a little more into your workplace
The A, B, C, & D of Medicare
Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away,
Think About Your Lifestyle Before You Retire
Sometimes planning for retirement isn’t entirely about money. How many words have been written about retirement? It’s a preoccupation for
What is a SEP IRA?
As Director of Retirement Plan Services, this is a question I hear frequently. A Simplified Employee Pension plan (SEP) is