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5th Circuit Buries Fiduciary Rule

John Nownes
July 03, 2018
Retiring Your Way
Although last year’s sweeping tax reform law left the retirement plan provisions largely untouched, the recent budget deal made significant changes to the hardship distribution rules.

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4 Tips for a Healthier, Wealthier Retirement

Kellee Krick
July 03, 2018
Retiring Your Way
Are you, or someone you're close to, within 10-15 years of retirement? When contemplating retirement, or if you are already retired, these 4 tips can lead to a healthier and more fulfilling time.

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Fortify Your Estate Plan Against Undue Influence Claims

Doug Koenig
June 19, 2018
Growing Your Wealth, Managing Your Money
It’s possible your will could be contested and your true intentions defeated if someone is found to have exerted “undue influence” over your decisions. Let's take a look.

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Naming a Minor as Beneficiary: Unintended Outcomes

Leslie Gibbens
June 07, 2018
Growing Your Wealth, Managing Your Money
A common estate planning mistake is to designate a minor as beneficiary of a life insurance policy or retirement plan. You mean well, but doing so can have significant undesirable consequences.

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The Latest Scam Targeting Businesses | Part 1

Jim Smith
May 25, 2018
Building Your Business
If you receive an email from your President or CFO asking you to wire money to a vendor, you’re going to do it, right? Or your vendor asks you to redirect an ACH electronic payment to a new bank...

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Your Will: Does Your Family Know Where It Is?

Doug Koenig
May 15, 2018
Growing Your Wealth, Managing Your Money
You’re likely accustomed to conducting a variety of transactions digitally. But when it comes to your last will and testament, only an original, signed document will do.

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Provide for Your Spouse, Then Kids, With QTIP Trust

Leslie Gibbens
May 10, 2018
Growing Your Wealth, Managing Your Money
If you want to preserve as much wealth as possible for your children, but you leave property to your spouse outright, a QTIP trust may be the answer. What is it? Let's take a look.

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April 2018 Market Recap

May 03, 2018
Growing Your Wealth
First quarter real GDP growth came in at a respectable 2.3%, easing slightly from the robust growth experienced in 2017. Markets have experienced heightened volatility so far in 2018 compared to 2017.

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4 Estate Planning Techniques for Blended Families

Doug Koenig
April 24, 2018
Growing Your Wealth, Managing Your Money
It’s not unusual for a family to include children from prior marriages. These “blended” families can create estate planning complications that may lead to challenges in the courts after your death.

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Fast Track Your Retirement!

Geoff Langenberg
April 12, 2018
Retiring Your Way
The year is off to a fast start, but is your retirement plan? To get your retirement plan on the fast track you need to consider increasing your deferral percentage.

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