Examine your 401(k) rollover options and find the best way to maximize qualified plan account(s).

Some Key Points Of President Biden’s Tax Plan

"By focusing on low and middle-income earners, Joe Biden hopes to stimulate a pandemic-ravaged economy. The impact could be significant for higher net worth individuals and corporations."- Jerry Yu. Now that both the House and Senate are in the hands of Democrats, it is likely that President will be able to get more of his [...]

Should You Use Alternative Investments To Increase Your Portfolio’s Diversity And Resilience?

2020 was a year notable for a series of disruptive economic events, dramatic shifts in the way Americans work, and renewed interest in alternative markets, especially those embracing change to maintain relevance. The year began smoothly enough as many asset classes and indices experienced growth from the beginning of the year until around the middle [...]

Is Your Advisor Giving You The Right Advice?

"If people would look carefully at their advisor recommended portfolio, they probably would find they are being charged an advisory fee by their advisor and then learn they are paying another fee in the mutual fund to have their money managed. Double fees."  Jeff Wisuri I cannot count the number of times I have sat [...]

Have You Heard From Your Financial Advisor Lately

If you're like most people within 5-7 years of retirement, you're concerned about having your life's savings eaten away by everything from stock market downturns to inflation to increasing taxes. Every day, I get questions from concerned business owners, entrepreneurs, and investors just like you. These are often people with asset portfolios decimated by market [...]

The Long Hot COVID 19 Summer

It's only been eighteen days since my last article. Still, answers in our financial game of life seem to escape us like a high fly baseball hit so hard and high and seemingly suspended like a cloud, slowly..... Falling down out of the air, changing course as the baseball falls back down and many are [...]

Fixed Indexed Annuities Stay Focused On The Ball

Fixed Indexed Annuities Stay Focused On The Ball While Riding The Market Roller Coaster During These Uncertain Times Our year 2020 is turning out to be a real Doozy (nail biter) due to the Covid-19 virus and this historic election year as our economy is reopening and then is slowed or stalled and pushed forward [...]

Three Reasons 401(k)s May Not Be Suitable For Some Investors

There was a time in the not-so-distant past when the "theory of decreasing responsibility" was a viable way of determining how to plan one's retirement. This theory, which formed the nucleus of retirement planning for decades, held that as people get older, their financial responsibilities will decrease. For example, the mortgage will typically be paid [...]

By |2020-04-15T21:15:52+00:00September 10th, 2019|401(k) Rollovers|

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 top-rated retirement products. More regulations were expected in May of 2016, which would have outlined the role of a financial advisor [...]

By |2020-04-15T21:18:24+00:00September 5th, 2019|401(k) Rollovers|