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Retirement Times: May 2016
Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings How are custom solutions evolving to mitigate risk? Part II Last month we featured Part I of Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings - How are...
Lessons from Celebrities
Money Matters (May 2016) By Chuck Dudley PUBLIC REVELATIONS ARE OPPORTUNITIES TO LEARN As a nation, there seems to be an obsession with celebrity culture. What are the movie stars wearing?! Tell us about their kids! What beaches are they heading to!!!! The headlines...
Lessons Learned Along the Way
Money Matters (April 2016) By Chuck Dudley A Tribute to My Mentor None of us will ever accomplish much in this world without help. That help may come in the form of advice, experience, money, recognition or some other type of assistance. For many, it is a person that...
Retirement Times: April 2016
Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings How are custom solutions evolving to mitigate risk? Since the Pension Protection Act of 2006, target date funds (TDFs) have increasingly found their way into retirement...
Retirement Times: March 2016
2016 Tax Saver’s Credit Participants may be eligible for a valuable incentive, which could reduce their federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If they qualify, they may receive a Tax Saver’s Credit of up to $2,000...
Retirement Times, February 2016
Table of Contents A Turbulent Start to 2016 Importance of Prudent Process to Monitor Investment Options Investment Policy Statement Review: Beyond the Obvious What Constitutes Proper Documentation of Retirement Plan Committee Meetings? A Turbulent Start to 2016...
Some Thoughts as We End/Begin a Year
For The Church, It's Advent Chuck Dudley Our discussion Sunday in church was about how fast the year had gone and that it was about over. We were then 'corrected' in that the church calendar begins anew with the Advent Season. The Alpha and Omega if you will. As we...
Profiles in Success: Art Eatables
Every quarter we cover a business, organization, or entrepreneur that embodies what it means to be successful. This time, we headed up to Louisville, KY to visit Art Eatables. Art Eatables, founded by Kelly Ramsey, is a chocolate shop that creates some of the best...
Estate Planning Experts: Atlanta Part 3 of 3
Estate Planning Experts: Atlanta Protecting Your Legacy and Peace of Mind Part 3 of 3 Argent Trust is proud to have been selected in the 2016 edition of “Estate Planning Experts”. The book’s author, Shane Smith, Esq, is an Atlanta attorney that wanted to share...
Estate Planning Experts: Atlanta Part 2 of 3
Estate Planning Experts: Atlanta Protecting Your Legacy and Peace of Mind Part 2 of 3 Argent Trust is proud to have been selected in the 2016 edition of “Estate Planning Experts”. The book’s author, Shane Smith, Esq, is an Atlanta attorney that wanted to share...