Is it time for Your Company’s 401(k) Plan’s Annual Checkup?

Every night on the nightly news it seems there is bad news about retirement plans especially 401(k)s. The US Department of Labor has established new rules about the fees, disclosures and management of these very popular retirement products. More rules are expected in May of 2016 which will outline the role of a financial advisor [...]

By |2018-03-12T04:38:01+00:00July 29th, 2015|401(k) Rollovers|

Why You Should Always Welcome an Audit.

Have you ever considered the benefit of an audit? Not an IRS audit but a life insurance audit. As our life evolves and changes, so may our need for life insurance. Possibly a policy was purchased to cover a mortgage obligation and now that is not the situation. We change, and we evolve. It’s difficult [...]

By |2018-03-12T04:41:08+00:00July 21st, 2015|Insurance|

The Flip Phone Evolution To ROBO Advisors

Remember when we all had flip cell phones? That technology has been replaced with newer better “smartphones.” It wasn’t that long ago that this revolution began and now each year we eagerly await the latest edition of iPhone 10. This has been accomplished in less than 10 years, 10 years of a massive technology shift. [...]

By |2019-03-20T22:40:45+00:00July 13th, 2015|Financial Planning|

New Department Of Labor Forthcoming Rules Redefining Fiduciary Could Be Bad For All

 The DOL should keep their grimy hands off our business I have been writing about and watching with great curiosity about how the government moves more and more to control most aspects of our lives. The sheer ignorance of the new DOL proposal for new “rules” show a complete deftness towards how we as citizens [...]

By |2019-02-18T17:19:33+00:00July 7th, 2015|Annuities|