Retirement
Passing Your Pension to Heirs
Employees who will be receiving a pension at retirement have a difficult decision to make about how to pass their...
Retirement
Take Time Now to Conduct a Fee Equalization
Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the...
Retirement
Do 457 Plans have Fiduciary Duties?
457 plans are outside the governance of ERISA jurisdiction, but municipal retirement boards and their members should still pay heed...
Protect your Home
Fortify your Home Security with these 15 Tips
Implementing simple security precautions can help reduce your chances of becoming a victim of a burglary or home invasion. By...
Duplicate Policies
The Effects of Being Over or Under Insured
As the insurance market’s cycles pivot from favorable to unfavorable and everything in between, you should always keep a pulse...
Navigating Coverages
Managing the Loss of Homeowners Insurance
Manage the potential loss of homeowners insurance A homeowner’s insurance policy helps provide financial security against damage to your home...
Retirement
The Early Bird Gets the… Money
Save and invest for retirement early It might seem like retirement is far away, but the reality is that when...
Cyber
Do’s & Don’ts for Safeguarding Your Personal Identity Online
Click this. Not that. Personal identity crimes have risen in recent years – you probably already know this. It’s no...
Cyber
Keep Your Online Profile Secure to Protect You, Your Family, & Assets
The private lives and professional reputations of wealthy individuals and their families are in the spotlight today more than ever....
Collections
If You Like It, Put a Policy On It
You finally got it. Maybe it was a painting from an artist you’ve admired for years, sports memorabilia from your...
Navigating Coverages
How Much Coverage Do You Have - and Actually Need?
Most auto and home policies have liability limits included but these do not always offer adequate coverage. When determining the...
Strategy
When Life Evolves, Engage Your Advisor
Maintaining open communication with your advisor is critical to protecting yourself and your assets, especially in times of economic downturn....
Retirement
Make Room for HSAs in Your Retirement Nest Egg
Are you using your health savings account (HSA) to invest in your future? The ABA Banking Journal reports that only...