Select Page

Market Insight – Rough Seas Subside

It’s not an all clear message but Santa just may pay us a visit this year. In the past 30 days, several risks have diminished: Trade:  Odds of all-out trade war have significantly decreased after the meeting on Saturday between President Trump and Chinese President Xi...

Now May Be the Time to Convert your IRA to a ROTH IRA

Are you considering converting your Traditional IRA to a ROTH IRA?  Here is some ‘food for thought’ from Brian Kuhn. Read full article here:  https://www.engineeryourfinances.com/2018/11/why-now-may-be-the-time-to-convert-your-ira-to-a-roth/ Previously...

What’s Missing in Your Benefits Package?

Healthy Employees = Healthy Business As the national spotlight on mental health continues to shine, the correlation between wellness and productivity is undeniable. Employers are actively searching for ways to facilitate a positive “culture of care” among their...

New Episode of Your Future Your Finances

“The most recent episode of our television show Your Future Your Finances is available on YouTube and linked here.  Brian Kuhn, the host and a planner with Planning Solutions Group, interviews our very own Chief Investment Officer, Jon Giordani, for the first half of...

Can Your Spouse Manage Your Retirement Plan

If You Die Today? If you die today, can your spouse manage your financial affairs? Actuary tables say that most likely the first person to die will be the male. So, is your wife prepared to take this on? If you are in a same-sex marriage, this is also a legitimate...