If This Is You, Consider a QCD
A QCD is a qualified charitable distribution. It’s a basically an otherwise taxable [...]
Have Investors Learned the “12 Lessons?” I doubt it.
I read an article like this one, "12 Lessons the Markets Taught Investors [...]
Stuff You Need When Your Child Goes to College
The Wall Street Journal recently ran two articles about getting kids ready for [...]
Have You Considered a Roth IRA Conversion?
What is a Roth IRA conversion? A Roth IRA conversion is when one [...]
Finally, a Crystal Ball!
A common metaphor in our business is the proverbial crystal ball. People will [...]
What to do with my old 401(k): A rollover checklist
Good news! The year is still young. Maybe your goals and well-intentioned resolutions [...]
Willful Mistakes
Hopefully, our blog post, You have a will, right? inspired you--or freaked you [...]
Seth Gerber earns Certified Plan Fiduciary Advisor (CPFA®) Professional Designation
Congratulations to our own Seth Gerber on earning the Certified Plan Fiduciary Advisor [...]
Enough Already!
When the market just continues to go nowhere or--worse--down, I think of a [...]
It Doesn’t Matter Until it Does
Insurance may not be the first thing that comes to mind when you [...]