Wealth Management and Financial Planning

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Review Your Beneficiary Designations

Avoid unintended consequences by making sure that the beneficiary designations listed on your retirement plan(s), annuities, and IRAs are up to date. Did you know that the named beneficiary takes priority over the beneficiaries named in your Will?
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Is Your 401(k) Well Managed?

Your 401(k) is extremely important to your future and you need to be proactive to ensure that your 401(k) is well managed.  The U.S. Department of Labor (DOL) issued a list of 10 indicators that your retirement plan may be poorly managed.
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Don’t Let Employees Ignore their 401(k)

Offering a 401(k) plan has become a competitive necessity for businesses, but some some employees are so accustomed to having a plan they ignore their 401(k) or at most pay very little attention to it. As a business owner, it's in your best interest to keep your employees engaged
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Restricted versus Unrestricted Gifts

Nonprofit organizations rely on donor gifts to achieve their objectives. There are two kinds of gifts, restricted--that come with conditions attached; and unrestricted, that can be added to general operating funds and used where needed.. 
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Accelerate Your Retirement Savings with a Cash Balance Plan

A cash balance plan is a defined benefit plan, which specifies the amount a participant will receive in retirement. But unlike traditional defined benefit plans, such as pensions, cash balance plans express those benefits in the form of a 401(k)-style account balance, rather than a formula tied to years of
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Have You Prepared for an Untimely Disability or Death?

It can be easy for us to put off key estate planning issues but often waiting until an unforeseen event like a family death or sickness can prove too late. Estate planning helps to preserve the assets you worked hard to accumulate during your life and make sure they go
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Simplifying Saving for Retirement

Have you ever wanted to start saving for retirement or increase your savings rate, yet you hesitated due to all the complexity of investment alternatives? Start saving now so you will improve your future retirement outlook.
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