Clients often approach us with questions regarding how much they should save for retirement. A good rule of thumb is to save approximately 10-15% of your pre
We recently came upon the article below in one of our financial resources that describes three important pre-retirement elements for leading a healthy
Last week, we wrote about the White House’s proposal to tax withdrawals from 529 plans, even if they are used for qualified education expenses. Facing pressure
President Obama recently proposed a change to 529 plan accounts that could have a significant effect on college savers. Under current law, amounts invested in a
Many of our clients come to us for advice on planning for specific large expenses that may be on the horizon. Whether it is college expenses, purchasing a new
This week, we distributed our latest quarterly market commentary, including a review of the markets in 2014 and our outlook for the markets in 2015. In short
We have found that many 401(k) investors do not take full advantage of the benefits of investing through employer-sponsored 401(k)s. We often meet investors who
Prices for crude have collapsed below $70 per barrel in the second half of 2014, the lowest level in over four years, due to a dislocation between supply and
While many Americans are ramping up their holiday shopping today on Black Friday in search of bargains, investors should continuously be on the hunt for stock
We would like to wish all readers a very Happy Thanksgiving!
As Thanksgiving approaches next week, we should all focus on the things in life that we are
Recent surveys show that more than half of American adults do not have a will and many more do not have a power of attorney or living will to govern their