Expert Articles
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.
Read More »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?
Read More »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.
Read More »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.
Read More »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.
Read More »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.
Read More »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.
Read More »4 Financial Considerations That Can Increase Student Aid Opportunities
Your wealth manager can help you understand how your student's financial need is calculated, what it includes, and how you can proactively structure assets to increase your child's potential of receiving maximum educational aid.
Read More »