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Is Crypto Investing Really Worth It?
If your interest in investing in Bitcoin or other cryptocurrency is based mainly on a fear of missing out, step back for a second and do some research. Originally published on Kiplinger.com April 15, 2022 There seem to be several camps of thought when it comes to...
Retirement Times April 2022 Newsletter
April 2022 This month's Retirement Times discusses the following: The Risk of 401(k) Lawsuits: If It Can Happen to Them… Financial Hypochondria: When Investment Vigilance Becomes a Problem IRS/DOL Audits Are Increasing Dramatically Are You Ready? Participant Corner:...
Retirement Times March 2022 Newsletter
March 2022 This month's Retirement Times discusses the following: Survey Says… What’s Your Take on Financial Wellness Programs? Every Plan should have a Committee Charter and Here’s Why Retirees’ Retirement Asset Withdrawal Rate: Will Your Money Last? Participant...
Should You Own Your Home in Your Trust?
Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust. Originally published on Kiplinger.com February 8, 2022 A typical estate at death will include a personal residence. Many large...
Retirement Times February 2022 Newsletter
February 2022 This month's Retirement Times discusses the following: What is an appropriate interest rate for plan loans? Thanks for the Memories: Gratitude and Financial Wellness Key Dates as You Approach Retirement Download the Retirement Times February newsletter...
Retirement Times January 2022 Newsletter
January 2022 This month's Retirement Times discusses the following: When Does a Participant Loan Become a Deemed Distribution? Financial Wellness Needs a Long and Short Game to Work for Both Participants and Organizations The Auditors Are Coming — Are You Ready? Ten...
Retirement Times December 2021 Newsletter
December 2021 This month's Retirement Times discusses the following: Cybersecurity Best Practices for Plan Sponsors When It Comes to Planning for Retirement, Participants Want to Hit the Easy Button Retirement Income Participant Interest Surveys: A Contrarian View...
For Entrepreneurs, Confidence in Your Advisers Is Your Most Important Investment
When your business and estate are at stake, can you really count on the people who are helping you? Trust in your team starts with asking the right questions. Originally published on Kiplinger.com November 24, 2021 If your estate includes private equity investments,...
New Investment Rules (ESG) 2021
Dating back to 1994 the Department of Labor has issued guidance in regards to fiduciaries considering inclusion of ESG (environmental, socially responsible, or governance) directed investments in ERISA plans. Though the perspective may have changed from administration...
Retirement Times November 2021 Newsletter
November 2021 This month's Retirement Times discusses the following: 3 Tactics to Combat the Great Resignation Financial Wellness Gone Wrong Emergency Savings Carving a Holiday Budget Download the Retirement Times November newsletter here.