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School of Financial Planning

Financial Priorities Young Families Should Address

As you start a family, you start to think about certain financial matters. Before you became a mom or dad,…

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Preventing a Debit Card Hack

Debit card data theft has surged lately. According to FICO’s Card Alert Service, the number of businesses or ATM locations…

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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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School of Social Security & Medicare

The A, B, C, & D of Medicare

Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what…

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Medicare Enrollment Options for 2017-18

Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either…

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How and When to Sign Up for Medicare

Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of…

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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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