December 18, 2020
We visit doctors to maintain our physical health, but who do doctors visit to maintain their financial well-being? Helping us maintain good physical health is what […]
December 18, 2020
When you meet with your financial advisor for your year-end checkup, what should you ask? Should you just show up and listen to what your advisor […]
December 18, 2020
Many estate plans include a program of making lifetime gifts. So, is it sometimes better to distribute Lifetime gifts that have the potential to offer important […]
December 2, 2020
It is that time when plan sponsors need to send annual notices to participants. The 401(k) safe harbor, qualified default investment alternative (“QDIA”), and automatic enrollment […]
December 2, 2020
Stock markets abhor uncertainty. Currently, investment prognosticators are interpreting the election results to create a relatively “stagnant” legislative environment. This opinion is based primarily on the […]
November 25, 2020
Is there a financial reward for acting ethically? Article by Jay L. Zagorsky. It is almost Christmas time, and the song “Santa Claus is coming to […]