by Dayle Scheinman | Nov 2, 2018 | Retirement Planning
What’s on your end-of-the-year to-do list? Shopping for gifts? Making travel plans? What about spending some time with your investments? Conducting a review and making important decisions before 2017 comes to a close may help you lower your tax bill and get your...
by Dayle Scheinman | Nov 1, 2018 | Retirement Planning
That’s the topic of an Insured Retirement Institute (IRI) annual survey and report, now in its eighth year. While the survey indicates a generally positive financial picture for current Boomer retirees, many are not confident with their preparedness. Fifty-eight...
by Dayle Scheinman | Nov 1, 2018 | Investing
For investment purposes, companies generally can be categorized in one of three broad groups based on their size, large-cap, mid-cap and small-cap. “Cap” is short for market capitalization, which is the value of a company on the open market. To calculate a...
by Dayle Scheinman | Nov 1, 2018 | Fiduciary Concerns, Retirement Planning
While there is no shortage of strategies to consider, Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are two vehicles that can help individuals pay for their medical costs. With annual health care expenses coming in at more than $10,000 per...
by Dayle Scheinman | Oct 2, 2018 | Fiduciary Concerns
You’re wise to ask. Fiduciary training can help protect individual fiduciaries, the plan as a whole and, of course, the participants. You may already know that the penalties for fiduciary breaches can be both criminal and civil, a fact that emphasizes the importance...
