Retirement Plan Solutions for Your Small Business By Blake C. Adams, MBA, CPFA A retirement solution should allow you to focus on running your business instead of managing the investments and daily administration of the plan. That’s why we guide you every step of the way, from consulting on all aspects of the plan to… Read More
Don’t Be Your Own Worst Enemy By Sean C. Mahoney, CFP® One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be himself.” What Graham understood—and modern research is catching up to—is the idea that we all have emotions and biases… Read More
Living a “Rich Life” By David Strother, CFP®, AIF, AIFA “Wealth is the ability to fully experience life.” – Henry David Thoreau Let’s face it. Money is like a sugar high. It makes you happy in the short term but will leave you unsatisfied without a greater purpose. To most people, wealth is defined as… Read More
Best Practices in 401(k) Plan Administration By Blake C. Adams, MBA, CPFA Let’s talk about best practices in 401(k) plan administration. We are approaching the time of year when many companies undergo an annual audit of their 401(k) plan. Even if an audit is not required of your company’s 401(k) plan, this is a great… Read More
How Tax-Loss Harvesting Can Make a Difference By Terrance Keenan, Jr., JD I believe long-term planning is a great path to financial freedom, but that doesn’t mean there aren’t steps you can take now to help maximize your net returns. One example is tax-loss harvesting. Often thought of as an end-of-the-year exercise, tax-loss harvesting works… Read More
Saving Too Much for College By Michael T. Domingue, CFP®, MBA As a parent, you want your children to succeed and soar to great new heights. A large part of this would be planning for their future and setting them up for success. There are many ways to do this, but a popular method is… Read More
Why Holistic Financial Planning is Important By Jed Inzerella, CFP®, RFC Why Holistic Financial Planning is Important Most often, clients are the only ones able to see their entire financial picture. Since most individuals do not have expertise in financial planning, tax and accounting, insurance, estate planning, etc., they seek out subject matter experts who… Read More
Before You Claim Social Security A few things you may want to think about before filing for benefits. By Craig C. Babineaux, CPA, PFS, CFP® Whether you want to leave work at 62, 67, or 72 years old, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will… Read More
It’s About Time to Spring Forward! By John Armato, CPA, PFS Daylight Saving Time is about to begin. This practice of turning the clocks ahead one hour is meant to extend daylight in the evening hours. What if you applied the same principle to your finances? Can you “Spring Ahead” toward your financial goals? If… Read More
Your 401(k) Plan – What Are My Options? By Blake C. Adams, MBA, CPFA Changing jobs can be stressful. If you are switching companies or careers, making changes to your 401(k) plan is usually the last thing on your mind. Once life has settled down for you, here are a few thoughts about what to… Read More