Expert Articles


Jul
2015

Five Tips for Naming Guardians for Minor Children

Considering your children’s lives after you are gone is never easy. But thinking through what you want for your family and communicating your wishes to the people who will love and care for your kids will provide much peace of mind. Here are five important issues to keep in mind.

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Apr
2015

Will Social Security still be there when you retire?

It’s no secret that recent annual reports on the projected financial status of the Social Security program have been less than encouraging, leaving many to doubt its viability as a retirement income stream. However, there are many sides to the story, and several facets to consider before dismissing the program altogether.

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Mar
2015

Common Mistakes of Do-It-Yourself Investors

Qualified wealth managers help clients to understand that investment vehicles like stocks, bonds, mutual funds, and the like are simply the tools used to build a solid investment strategy. Before picking up those tools, ask yourself, do I really know what I am building?

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Feb
2015

Selling Your Company? Consider Using a Business Broker

A business broker can navigate the complicated process of selling your company, while helping you achieve your financial sale goal and maintaining your peace of mind.

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Jan
2015

How to Maximize the Market-based Approach of Valuing Your Business?

There are several valid methods to valuing your business, but many potential sellers favor the comparisons found in the market-based approach.

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Oct
2014

Do You Need Fiduciary Liability Insurance?

Maintaining a qualified employee benefit plan carries a significant amount of responsibility, along with potential liability. Find out why many business owners mistakenly believe an ERISA bond will protect them from such liability.

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Sep
2014

What is an Investment Policy Statement, and Do You Need One?

An Investment Policy Statement (IPS) is a critical piece of documentation for your company’s 401(k) plan. Although an IPS is not required, this is one area of plan oversight and governance that you do not want to leave to chance.

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Aug
2014

Homework Will Help You Pick the Proper 529 Education Savings Plan

529 savings plans can be effective tools to ensure your education savings needs are met appropriately and efficiently. Doing your homework will help you avoid potential pitfalls with high fees, poor investment options and how these accounts affect eligibility for financial aid.

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