You probably read or hear about some “Top Ten” list nearly every day. But take a moment to read this one. This list is different, and probably not the kind of list you’d expect a Financial Advisor to write.

Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some of us. In fact, anyone who has received a Social Security check or 24 months worth of Social Security Disability Insurance (SSDI) is automatically enrolled in Medicare Part A and Part B.1 Part A is hospital insurance; Part B is medical insurance. [...]

In 2010, companies have a whole new retirement plan option. What is a DB(k)? Basically, a DB(k) combines a pension plan with a matching 401(k) plan. As the name implies, it is a defined benefit retirement plan with some of the features of a 401(k). DB(k)s could become great recruiting tools. These hybrid retirement plans [...]

A generation needs help to keep its dreams alive. What do you think your retirement will be like? If you are like many baby boomers, you may be pessimistic about it. Look at the results of a recent poll conducted by the Associated Press and NBC’s LifeGoesStrong.com: Only 11% of boomers think they will retire [...]

The Need to Attract and Retain Employees Employers have increasing been the providers of retirement plans for employees and this has created a dilemma for many small businesses1. When competing for talent with larger rivals, not having a plan might make it difficult to attract or retain quality employees. However, the fixed costs of administrating [...]