Author Archives: Writer

Financial Tips to Consider as a New Parent

If you and your spouse are having a child together, there can be a dizzying number of things to think about. Many of these concerns tend to center around money, which is why financial planning for new parents is so important. Financial planning with a newborn can be a seemingly Herculean task. You may not […]

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Which Retirement Plan Is Best for You?

Many people work their entire lives with retirement as the goal. After decades of full-time work, it’s natural to want to be able to kick back, relax and spend time with your family during your golden years. The best way to ensure a comfortable retirement is to plan for it financially. Choosing the right retirement […]

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What to Know About Safe Harbor 401(k) Plans

Have you heard of safe harbor 401(k) plans? There are a lot of options and regulations out there regarding various 401(k) plans, so it can be hard to sort through them all. Are safe harbor (401)k plans right for your business? Here is what you need to know about these unique retirement plan options. What […]

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What Are the Purposes of Utilizing a Fiduciary?

What is a fiduciary used for? This person or organization acts on your behalf to manage your finances. There are several situations that could call for the use of a fiduciary. In each scenario, the fiduciary’s responsibilities vary slightly. Following are some of the most common uses of a fiduciary and how this party should […]

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Quick Facts About Cash Balance Plans

We all know the importance of setting up a retirement plan and making regular contributions to it. What you might not know much about, though, are all of the different types of retirement plans out there. Cash balance plans are becoming increasingly popular among workers across the country. Continue reading to learn what they are […]

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