Financial Services & Wealth Management News
January 1, 2021

Life Insurance Guide

We understand that life is constantly changing, affecting you and your family. Life insurance helps you prepare for life’s contingencies whether your needs involve mortgage protection, […]
December 23, 2020

Former Employees with Plan Assets are Still Plan Participants

Plan Sponsors should understand that terminated employees who left their account balance in your plan, are still considered participants under ERISA. As such, they have the […]
December 18, 2020

Health of Your Financial Future

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

3 Topics to Cover During Your Annual Review

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

Potential Benefits of Lifetime Gifts

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

Annual Retirement Plan Notices

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 […]