Articles

Identify All of Your Company’s Retirement Plan Fiduciaries

Your company probably offers its employees a retirement plan. If so, can you identify all of your plan fiduciaries? From a risk management perspective, it’s critical for business owners to know

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Have Questions About Investing With Impact?

Where do today’s investors go when searching for competitive investment returns through traditional financial analysis, but enhanced with consideration of their values? The answer is Socially

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What It Means to Be a Financial Caregiver for Your Parents

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or

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What is “Socially Responsible Investing”?

“Socially Responsible Investing (SRI)” works to obtain both financial and social returns with a single investment.  Traditional investments seek a financial return only. The first SRI type funds

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Workers Age 50 and Up: Boost Retirement Savings Before Year End with Catch-Up Contributions

Whether you didn’t save as much for retirement as you would have wished earlier in your career or you’d simply like to make the most of tax-advantaged savings opportunities, if you’ll be age 50 or

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Pretax, Roth, or After-Tax Contributions: Which Should You Choose?

If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose?

Pretax: Tax benefits now

With pretax contributions, the money is

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3 Strategies for Tax-Smart Giving

Giving away assets during your life will help reduce the size of your taxable estate, which is beneficial if you have a large estate that could be subject to estate taxes. For 2016, the lifetime

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IRA and Retirement Plan Limits for 2017

IRA contribution limits

The maximum amount you can contribute to a traditional IRA or Roth IRA in 2017 is $5,500 (or 100% of your earned income, if less), unchanged from 2016. The maximum catch-up

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Don’t Stop Believin’

I think the title of this 1981 song by the band Journey is quite fitting nowadays (and yes, they did spell “believing” this way in the title).  With the S&P 500 and the Dow Jones Industrial

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Company Retirement Plans – What You Need To Know About Your Fiduciary Responsibility

When you decide to establish a retirement plan for your employees, you need to realize that you could be opening yourself up to additional risk.

 By virtue of sponsoring a qualified retirement

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