Expert Articles


Nov
2015

Can a Property Manager Control the Hidden Costs in Real Estate?

Many property investors often choose to take on the role of property manager and handyman themselves in order to keep costs down. This strategy frequently backfires though for many reasons. Hiring an experienced property manager allows that person to use his unique set of skills to avoid the hidden costs in real estate that outweigh the personnel costs and allow your investment to reach its planned returns.

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Oct
2015

When Composing 401(k) Plan Menus, How Much is Too Much?

When it comes to implementing investment menus for 401(k) plans, the phrase “less is more” really rings true. And, while the overall trend in number of choices is down, there are still companies offering 35 (or more) fund options to their employees. But presenting such a large number can have negative affects to the plan.

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Sep
2015

Are Your 401(k) Plan Fees Reasonable?

Administering a 401(k) plan for your company is not an easy job. There are a host of requirements that you as a plan fiduciary must comply with. One of those key requirements is to ensure that any fees associated with the retirement plan be considered “reasonable."

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Aug
2015

Providing Financial Support to Guardians

You selected your guardian because you were confident that he or she could meet the position's personal and legal requirements. In asking so much of your guardian, you must ensure that the individual has the wherewithal to meet the future financial needs of your children or special-needs relatives.

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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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