Are You Promoting Financial Wellness Among Your Employees?

May 25, 2017 10:11 am

In a recent study conducted by PwC around employee financial wellness, 30% of employees surveyed reported that issues with their personal finances have led them to being distracted at work. Of the distracted workers, 46% say that they spend at least three hours or more each week thinking about or dealing with issues related to […]

Financial Planning for Blended Families

February 21, 2017 10:13 am

blend·ed fam·i·ly noun NORTH AMERICA a family consisting of a couple and their children from this and all previous relationships.   The joining of two families can be an exciting time but also a time when you will be faced with many financial decisions.  There are many aspects of life to plan for, from living […]

Get the Checklist: Organizing Your Finances for the New Year

January 12, 2017 3:27 pm

New year, new budget! The holidays are over, 2017 has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your 2017 plans. The start of a new year is the perfect time to clear off your kitchen table and take an in-depth view at your overall financial […]

5 Tips to Make Your 401k Grow

January 1, 2017 12:00 am

For most Americans, 401k plans, qualified plans or defined contribution plans are the most popular savings vehicles for retirement.  With most private companies doing away with pension plans and the uncertainty of Social Security, individuals need…

Are you 50 or older? Time to CATCH UP on Your Retirement Accounts

July 29, 2016 10:44 am

I’m creeping close to the big 5-0. Many say it’s one of the milestone moments and if you’re lucky it is sometimes accompanied by a grander than usual birthday celebration.  Yes, you also get the often joked about AARP card. Sounds exciting right? Well, I found something even better to mark my 50th birthday. Are […]

Do you own company stock in your 401(k)?

July 5, 2016 9:52 am

One of my clients is retiring this year and we were discussing what to do with his 401(k) at our bi-annual meeting.   While typically most people either opt to leave their 401(k) as-is in their company plan or roll it over to an IRA, a third option is available if you own your company’s stock […]