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How to Plan for Social Security

How to Plan for Social Security

The future of Social Security has been discussed and debated at length, fostering all sorts of divergent opinions on the program’s viability. One negative outcome of all the dissonance is uncertainty. Uncertain if their benefit will be available later, and typically –...
What Does The DOL Fiduciary Rule Mean For Your Portfolio?

What Does The DOL Fiduciary Rule Mean For Your Portfolio?

The Trump Administration just recently announced that it would allow the DOL Fiduciary Rule to go into effect in June. The rule has been debated, anticipated and explained for months, but now that it is finally going to go into effect, it’s a good chance to understand...
How to Find Hidden Assets During a Divorce

How to Find Hidden Assets During a Divorce

Upon filing for divorce, each spouse is required to fill out a financial affidavit and make disclosures that fully list all known assets. Unfortunately, not everyone is forthcoming when it comes to personal finances, especially if marital trouble has been brewing for...
Three Advantages An IRA Has Over A 401(k)

Three Advantages An IRA Has Over A 401(k)

Most Americans understand how important it is to save. A recent Gallup poll indicates that nearly 2/3 of Americans prefer saving to spending. How much – and how – Americans save lags the strong desire reflected in that Gallup poll. The  median amount in a 401(k)...
What Is National Estate Planning Week?

What Is National Estate Planning Week?

In 2008 a group of bipartisan congressmen and congresswomen co-authored and passed legislation designating the third week of October each year for a campaign to raise awareness about the importance of estate planning. This year, the Annual National Estate Planning...