Why might you care that June is Annuity Awareness Month?

Because if you are nearing retirement and are looking for a vehicle that could give… Read More

Defined Contribution Health Care & Private Insurance Exchanges

The general concept of a defined contribution health plan is that an employer gives each… Read More

It is Disability Awareness Month – Are you aware of the financial impact a disability can have for you and your family?

Every minute, 50 individuals suffer a disabling Injury.* Nearly one in five Americans will become… Read More

Wealth replacement: Give $1,000,000 to your favorite charity and provide a greater inheritance for your heirs

May 12, 2014

Whenever a donor commits to a large gift, whether cash, donation of property, a Charitable… Read More

Courageous Retirement Plan Design – It needs bold leadership to get your employees ready for retirement

Given the results of a recent study by the Employee Benefit Research Institute that show… Read More

Roth IRA Mirror Plan – A Tax Advantaged Asset Accumulation Strategy

February 25, 2014

Roth IRA Mirror Plan – A Tax Advantaged Asset Accumulation Strategy Are you paying too much… Read More

The RRC – “Retirement Readiness Corner”

In this edition of the RRC, we expand upon our recent post on retirement insights… Read More

Gifting Low Basis Stock to Charity

January 22, 2014

Should you give cash or donate stocks that have achieved long-term capital gains as you… Read More

$100,000 IRA gift to charity – does it make sense?

December 6, 2013

Why IRA gifts are not the best option! The Tax Relief Unemployment Insurance Act of… Read More

The RRC – “Retirement Readiness Corner”

Retirement Insights from JP Morgan’s 2013 Plan Participant Survey In the outcome driven world of… Read More