This morning, I read (and watched) an NBC News Report titled: “The Great 401(k) Experiment Has Failed for Many Americans.” The report goes on to state that the median 401(k) retirement account balance of working Americans is $18,433. That’s it! For some of you, that’s just 2-months of family living expenses…and then you’re out! While […]
Putting Your Interests First!! Read More »
Could you imagine buying a stock 15–years ago just to see the valuation at exactly the same price today? Maybe. But can you imagine having a portfolio comprised of more than 4,000 companies that made absolutely zero gain in last 15-years? Well that portfolio (index) is called the NASDAQ, and it just happened! The other
Waiting 15-Years to Get 0% Read More »
In light of the horrendous security breach into Sony Pictures last month, and Home Depot and Chase Bank’s compromising of account data in 2014, I wanted to explain the security measures I take with my own clients’ personal and sensitive information. Securing personal data has always been a primary aspect of my business and
Shredding, Clouds, and Security Read More »
If you’ve been maxing out your annual contribution limit on certain retirement plans, it may be possible to increase your contributions…starting now! For 2015 the IRS has increased annual contribution limits on several types of Defined Contribution retirement plans (i.e. 401(k), 457, TSA, etc.), and that limit is now $18,000/year. And for those participants who are age
New 2015 IRS Limits! Read More »
