Enhance Today | Enrich Tomorrow
Lately we’ve noticed an increased number of employers switching 401k providers with the majority of these moving to more attractive plans for the employees! Maybe they saw this recent article “Lousy 401(k) plans may spark more lawsuits” As you may…
Congratulations! After years of hard work your child has just received their college diploma. You are breathing a sigh of relief as you are off the hook for all of those years of tuition payments. Hopefully your child is also…
If you’re like most people you have a “set it and forget it” mindset when it comes to estate planning. You set up plans and documents years ago but haven’t looked at them since. Or, maybe you don’t have them…
Last week I wrote a post about this topic in relation to investment returns in your portfolios. This of course is the most common place you will see the phrase “Past Performance does not Guarantee Future Results.” What if this phrase…
You may have seen this phrase on a number of financial reports as The U.S. Securities And Exchange Commission (SEC) requires this to be communicated to fund investors. It’s difficult to look at past returns whether directly from the fund…
The Federal Reserve decided to leave short-term interest rates unchanged when it met in April but left open the possibility of raising rates in mid-June. News of the Fed’s decisions is always of interest to homeowners and prospective homeowners, because short-term rates…
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Music legend Prince died at age 57 this year, shocking fans everywhere. With no current wife or children, he…
Think back to those wonderful days leading up to your graduation. Your time was likely spent attempting to secure a job, celebrating with friends and family and receiving gifts. But how many of those we’re memorable? How would you’ve liked…
Many people have come to us with old 401(k), 403(b), 457 and Simple IRA accounts from previous employers. Some even have multiple IRA accounts, often from past rollover situations. It’s important to have qualified professionals help you decide on what…
Owning a home is said to be part of the American Dream. While not for everyone, purchasing and owning a home is equally exciting and intimidating. Many of us have dreamed of the day we are holding the key to…
