We receive lots of questions. Sometimes from our clients (and prospective clients), sometimes from financial advisors, and sometimes from phone calls out of the blue. We’ve begun compiling the most… read more →
A common question among employers considering a 412(e) plan involves interest rates. Considering the stock market resurgence over the last few years, the low rate of return on fixed annuity… read more →
September is the end of the third quarter for employers whose fiscal year is the calendar year. We receive requests for new plans throughout the year, but it always spikes… read more →
Retirement plans use a trustee, who has certain duties and responsibility on behalf of the plan, its investments, and its participants. Sometimes the trust document is separate from the plan… read more →
There’s an old saying that if you don’t know where you are going, any road will take you. To help support your planning, we are pleased to announce new white… read more →
Divorces are a reality of life these days in many families. The good news is that only 3.6 out of 1,000 population end in divorce, on the average. But if… read more →
July 14 would have been my father’s 90th birthday, so that day was special enough for me. But it was even more thrilling at Progressive Field, where Greg Van Niel… read more →
Same-sex marriage has been in the news lately. The US Supreme Court recently concluded that Sec. 3 of the Defense of Marriage Act is inconsistent with the Fifth Amendment of… read more →
Welcome to our new and improved website. We look forward to bringing you creativity, quality, and above all, value added. This site is a work in progress, and we encourage… read more →