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Change in the financial planning landscape is a given. We routinely post content that will help you stay current with legislative topics, financial planning tools, and everything you want to know about retirement strategies.
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When you think about living to 100, what’s your first thought? If it’s “Only if I’m healthy and financially stable,” you’re not alone. Thanks to advances in medical science, nutrition, and technology, living past 90—or even to 100—is becoming less
The Drill Stops Here: A Dentist’s Wake-Up Call Picture this: You’ve got a full schedule. Eight patients, two crown preps, and one particularly anxious root canal. You’re gloved up, mask on, tools sterilized. Then it hits—a searing pain shoots through
If You Are A Plan Sponsor, You Are a Plan Fiduciary A retirement plan sponsor has obligations and responsibilities to its employees who participate in the retirement plan. Through the Named Fiduciary, the sponsor has the duty to make prudent
Roughly 90 million families in the U.S. own pets or care for farm animals—but there are only about 121,000 veterinarians in the country. These professionals are the heartbeat of animal care, working long hours, often at great personal and physical
Considering a New Service Provider for Your 401k Plan? Here are some key questions to ask: Choosing a new retirement plan is a massive undertaking. When you are moving millions of dollars in a retirement plan, it is important to
Congratulations, Doc! You’ve earned it! Speaking of Earnings, Let’s Talk About Protecting Your Income. After years of hard work, sleepless nights, and navigating clinicals, you’ve finally made it to the next stage of your medical journey. Whether you’re starting your
Business owners have a lot of responsibilities. One of the most nebulous may be their fiduciary responsibility for the selection of investment options within their company’s qualified retirement plan. While the Employee Retirement Income Security Act of 1974 (ERISA) guidelines
When we think about financial planning, we often focus on the big-ticket goals: saving for retirement, funding our kids’ education, building wealth. But what about protecting the income that makes all of that possible? That’s where disability insurance comes in—and
Scan the business news and you will likely find an article detailing the latest 401(k) litigation against a company accused of a fiduciary breach. The litigious trend started with corporate behemoths but has been trickling down to small and mid-size
We don’t always get a heads-up when life throws a curveball. Job changes, medical bills, a sudden move—unexpected events can shake up even the most carefully planned finances. That’s where financial resilience comes in. As we wrap up Financial Literacy
April is National Financial Literacy Month—a timely reminder that understanding your finances is essential to achieving long-term security and peace of mind. Whether you’re just starting your financial journey or looking to refine your existing plan, this month offers a
The Trump administration has made good on the President’s campaign promises to wield the threat of tariffs on allies and adversaries alike as leverage to advance both economic and national security agendas. The administration has said it is prepared to
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