A Better Way to Manage Your 401(k) Account
September 30, 2021  | By Matt Pierce

This month, we added a new technology platform, called FeeX, to help us better manage our clients’ employer-sponsored 401(k) accounts and other outside assets. In the coming weeks, we will begin migrating clients to this new platform. If you currently…Read More

Recession Risk by Life Stages
April 23, 2020  | By Kevin Smith

Early to Mid Career Income risk Younger executives and professionals in the process of establishing careers may be at higher risk of income loss, which can come in the form of reduced base pay, lower bonuses or layoffs. 30% rule…Read More

Introducing 401(PRO) – small business retirement plans
December 8, 2017  | By Kevin Smith

As part of our planning services, we consistently see clients with 401(k) plans that are poorly designed, expensive, and not maximizing tax advantages.  Unfortunately, employers are often not aware that they could be receiving better 401(k) services while actually lowering their overall…Read More

New Service: 401(k) Account Management
November 6, 2017  | By Kevin Smith

If you have a 401(k) plan through your employer, chances are that it is receiving the majority of your new investments each year. In a lot of cases, it is the BIGGEST investment account in a household. Until now, we…Read More

Taxes, Retirement, and Timing Social Security
August 31, 2015  | By Kevin Smith

The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold off on taking taxable distributions from retirement plans for as long as possible. (Note: Required…Read More

Correlation and Portfolio Performance
August 31, 2015  | By Kevin Smith

Different types of investments are subject to different types of risk. On days when you notice that stock prices have fallen, for example, it would not be unusual to see a rally in the bond market. Asset allocation refers to…Read More

Five Ways to Manage Risk in Your Retirement Savings Plan
August 13, 2015  | By Kevin Smith

Your employer-sponsored retirement savings plan is a convenient way to help you accumulate money for retirement. Using payroll deductions, you invest for the future automatically, following that oft-noted advice to “pay yourself first.” But choosing to participate is just one…Read More

Financial Mistakes People Make at Different Ages
August 13, 2015  | By Kevin Smith

There’s a saying that with age comes wisdom, but this may not always be true in the financial world. As people move through different life stages, there are new opportunities–and potential pitfalls–around every corner. In your 20’s Living beyond your…Read More

10 Financial Terms Everyone Should Know
February 11, 2015  | By Kevin Smith

Understanding financial matters can be difficult if you don’t understand the jargon. Becoming familiar with these 10 financial terms may help make things clearer. 1. Time value of money The time value of money is the concept that money on…Read More

Key Numbers for 2015
February 11, 2015  | By Kevin Smith

Every year, the Internal Revenue Service (IRS) announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. Here are a few of the key adjustments for 2015. Retirement…Read More