OUR THOUGHTS ON:
Wealth Management

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Safeguard an Important Benefit

Do you review? It is a great habit to cultivate. If you are employed, you typically have an annual open enrollment for benefits. Take time to review healthcare, ... read more >

Principal PFIO Class Action Lawsuit

If you are a retirement plan sponsor utilizing Principal as your service provider, you may have seen that Principal was recently named as defendant in ... read more >

Lifestages: Pay Down Debt or Save?

I was recently posed this great question: “Shall I pay down debt or save for retirement? Is there a ratio I should consider?” The short answer ... read more >

Year-End Tax Savings Ideas, Fourth in a Series: Tax Loss Harvesting

History has proven that investment returns vary year over year, with some years generating positive returns while others yield disappointing losses. A ... read more >

Year-End Tax Savings Ideas, Third in a Series: Maximize Tax-Deferred Savings into Retirement Accounts

It’s not too late to take advantage of the tax-deferred treatment of assets in retirement accounts for 2016. In addition to the tax deduction, the ... read more >

Year-End Tax Savings Ideas, Second in a Series: Charitable Gifting Strategies - Boost Your Tax Benefits

Financial markets have appreciated over the past several years leaving investors with some significant gains in their taxable investment accounts. An investor ... read more >