Are you getting a tax refund this year? Plenty of folks are. Much like trivia, running through the IRS data is always interesting…at least for those who love diving into… Read More
Insights
Retirement & Lifestyle Planning Article
Market Update: First Quarter 2022
The first three months of 2022 were challenging for most investors, regardless of risk tolerance. Major US stock and bond markets were down in the five-percent area. Global stock markets… Read More
IRS/DOL Audits Are Increasing Dramatically Are You Ready?
Facts you should know If your plan has not been recently audited, it is likely only a matter of time before the Internal Revenue Service (IRS) or the Department of… Read More
When Investment Vigilance Becomes a Problem
Plan sponsors invest much time and effort in improving employee financial literacy. They offer educational content, provide opportunities for group and individual consultation, and encourage participants to approach retirement planning… Read More
The Risk of 401(k) Lawsuits
When a giant organization with extensive resources gets sued for alleged ERISA compliance failures — especially if the organization’s own service offerings include reviewing for such violations — that could… Read More
Protecting Your Assets Article
Why Open a my Social Security Account?
You might assume it’s safer to keep your personal details—especially your Social Security number—off the internet. Actually, setting up a my Social Security account is an important step toward protecting… Read More
Protecting Your Assets Article
A March Letter to Clients: When Worlds Collide
Despite repeatedly denying he had any designs on his neighbor, Vladimir Putin launched an invasion of Ukraine late last month. Conditions on the ground are quite fluid, and we won’t… Read More
Protecting Your Assets Article
The War on Investors’ Minds
Past Wars and Long-Term Market Performance Since the dawn of time, war and conflict have been with us throughout history, bringing with them their own horrors and uncertainty. Stock markets… Read More
Essential Tax Tips for IRAs
Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While… Read More