Category Archives: Articles

We believe in Keeping Things Simple. To that end, something good happened as a result of the fiscal cliff bill that was signed into law earlier this month. Not only did Congress make the $5M exemption from estate taxes permanent, … Continue reading →

Consumer Reports polled 22,000 retirees and near-retirees about how well they had planned for retirement. It isn’t surprising that most people lamented that they didn’t plan enough. We recommend that everyone read this article, whether you are retired, soon to … Continue reading →

If you have an old 401k from a previous employer, we would recommend that you should rollover that 401k into an IRA. Doing so will allow you to keep your life simple by keeping all of your retirement funds in … Continue reading →

Below is a video from CNBC that was recorded on Monday, May 7th, 2012. It has a great line from Buffet stating that he was buying stocks on Friday and he will be buying more of the same stocks today. … Continue reading →

While our clients have known this for some time, it always helps to have a study show that financial planners are good for your financial well-being. http://eba.benefitnews.com/news/financial-principal-workers-retirement-decisions-2723436-1.html Bookmark on Delicious Digg this post Recommend on Facebook Share on Linkedin share … Continue reading →

We found this tongue and cheek video to be very amusing. Enjoy. A Day in the Life of a Financial Advisor by: seyah21 Bookmark on Delicious Digg this post Recommend on Facebook Share on Linkedin share via Reddit Share with … Continue reading →

We are very upfront with the fees that we charge our clients (0.8% of assets under management). Government legislation is trying to bring more transparency to this very important retirement vehicle. We recommend that you read this Smart Money article … Continue reading →