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School of Financial Planning

Have a Plan, Not Just a Stock Portfolio

In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and…

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How Will You Spend Your Retirement Savings?

You can probably envision how most of your retirement money will be spent. Much of it will be used on…

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The Rough Consequences of Not Saving for Retirement

Saving for retirement may seem a thankless task. But you may be thanking yourself later. Putting away a percentage of…

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School of Social Security & Medicare

Social Security – One System, Two Funds, Three Insurance Protections

Social Security – One System, Two Funds, Three Insurance Protections Did you know...? Social Security is one system. It consists of two funds that…

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Medicare Recipients - Government Replacing SSN with Medicare Beneficiary Identifiers (MBI)

Ever wonder why the government tells you not to carry your Social  Security card, cautions you to protect your SSN,…

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Social Security Administration to Stop Mailing Statements to Workers under Age 60

In September 2014, the Social Security Administration (SSA) began mailing statements to people ages 25, 30, 35, 40, 45, 50,…

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School of Investments

Beware of Emotions Affecting Your Money Decisions

When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not…

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Over the last 100 years, the world has changed tremendously.

“Over the last 100 years, the world has changed tremendously. In 1917... One hundred years ago, things looked a little…

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DJIA Turns 120!

The Dow Jones Industrial Average (DJIA) turned 120 years old on May 26th. It was launched in 1896, coinciding with…

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School of Institutional Plans

IRS Provides Guidelines for Safe-Harbor Hardship Distributions from 401(k) Plans

In its March 2, 2017 Employee Plan News publication, the IRS included their memorandum providing guidelines for examiners to determine…

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2017 Retirement Plan Limits

The retirement plan contribution and related limits for 2017 can be found at: CLICK HERE FOR CHART

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Upcoming Retirement Plan Deadlines

To keep their retirement plans compliant, Plan Sponsors need to make sure they meet all the deadlines imposed by the…

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