Expert Articles
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 »When Should You Shake Up Your Wealth Management Team?
A coordinated team effort by professional advisers is a valuable wealth management tool. It helps focus all your various team members' efforts on a common goal and strategy. Sometimes, however, changes must be made.
Read More »Avoiding Costly Lump-Sum Pension Pitfalls
For many people, receiving a pension payout in full is the largest amount of money they will receive from a single event. The sudden wealth created by a retirement account disbursement is exhilarating. It is also challenging. And it could be costly.
Read More »8 Important Business Sale Do’s and Don’ts
You’ve worked much of your life to build a successful business, so be sure to give it the care it deserves when it’s time to sell it.
Read More »Tracking, and Working Around, Annual Gift Limits
The federal estate tax guides not only your financial plans for how and to whom you will pass your assets, but also affects the gifts you give to friends and family while you are still around to receive their heartfelt thanks.
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