Offering a retirement plan provides many different benefits for you and your business. In the next few blog posts, we will take a look at different types of retirement plans, …
Why Family Attorneys Should Stress Test Divorce Settlements
During a divorce, financial decisions will affect your client for the rest of her life. Her divorce settlement scenario seems sufficient because the analysis shows a positive cash flow and …
Divorce Settlements: Which Assets You Should Consider
“How did we get to this point?” “What happened to us?” “When did it all go so terribly wrong?” Couples facing the heartbreaking decision to stay married or to divorce …
Coordinated Wealth Management: Why It’s Crucial to Financial Success
Learn more about our coordinated wealth management services.Many people mistakenly believe that it is important, or even safer, to have multiple financial accounts with multiple advisors. With this approach, there …
How Does the Tax Reform Impact my 2017 Taxes?
Tax laws change, but it’s rare that there’s a sweeping overhaul. The end of 2017 saw some of the most radical changes to the tax code in years, which left …
Why All 401(k) Plan Sponsors Should Have a Fiduciary File
Maintaining good documentation of the setup and operation of a retirement plan is critical. As a 401(k) plan sponsor, it is your responsibility to maintain good documentation and keep it in-house.WHAT …
