Retirement Plan Contribution Limits for 2016

By Mark Fissel
Posted on December 28th, 2015

How much can be contributed to an IRA and 401(k) in 2016? Are the income limits for Roth IRAs going to increase?   The contribution […]

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What the Fed rate hike means for you

By Mark Fissel
Posted on December 22nd, 2015

The Federal Reserve raised its key interest rate by 0.25% December 16th. It was the first rate hike in nearly a decade. Millions of Americans […]

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New myRA Plan Isn’t Great

By Mark Fissel
Posted on November 25th, 2015

The Treasury Department just announced that everyone will be able to invest in myRAs. How does this kind of account compare with a Roth IRA? […]

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Four 401(k) Must-Dos Before 2016

By Mark Fissel
Posted on November 25th, 2015

With less than a month to go in 2015, it is the time of year when our firm kicks into what we call the retirement […]

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Social Security Claiming Strategy Triage

By Mark Fissel
Posted on November 23rd, 2015

The outrage is palpable. Financial advisers and their clients who were counting on exercising a coordinated claiming strategy to maximize their Social Security benefits and […]

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Give Your Retirement Plan an Annual Checkup

By Mark Fissel
Posted on November 19th, 2015

Financial professionals typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven’t revisited your plan […]

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Teaching Kids About Money

By Mark Fissel
Posted on November 3rd, 2015

Want your children to have a prosperous future? Start with these four lessons. Experts suggest that students lose more than two months’ worth of knowledge […]

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Cash Balance Plans

By Clint Edgington
Posted on November 2nd, 2015

Cash Balance Plans- Squeeze 20 years of retirement savings into 10! If you’re like many Doctors, Engineers, Lawyers, or “ologists” (i.e. Radiologists, Cardiologists, etc.) that […]

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Tax-Loss Harvesting: When Investment Losses Are a Plus

By Mark Fissel
Posted on November 2nd, 2015

It takes a lot of discipline to stick to an investment strategy that calls for patience while stock prices are falling. The urge to do […]

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Fed holds interest rate steady, but hints a hike could come in December

By Mark Fissel
Posted on October 29th, 2015

Federal Reserve policymakers, concerned that slowing global growth may be hurting the U.S. economy, kept a key interest rate at a historically low level — […]

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