Citywire: Advisors React to the $1.9tn Stimulus Package
What will the huge stimulus act, which President Joe Biden signed into law last week, mean for individuals, markets and the economy? George Padula shares his views.
Introduction to ESG Investing
Environmental, social, and governance (ESG) investing has seen significant attention and growth. In this article, we will provide an overview of ESG and delve into the investing considerations.
Do You Have an Exit Strategy?
Do you have an exit strategy for your business or career? Whether you are a corporate executive or a business owner, there will come a time when you want, or need, to transition to the next phase of life. Done in advance, this can be an optimistic process, it should define how YOU want to exit. As the plan develops, there will be reality checks and alternative paths to consider, but at this point it should be a framework of how you want the future to look.
2021 Retirement Plan Contribution Limits
The IRS has left employee contribution limits unchanged from 2020 for 401(k) and other retirement plans. Why revisit if the limits haven’t changed?
Planning for Retirement
As financial planners we are often asked, “Will I be OK in retirement?” The checklist below illustrates different items to think about as retirement approaches, from ten years before to right after retirement begins. The earlier one starts planning for retirement, the more prepared one should be not only financially, but also emotionally.
Health Savings Accounts (HSAs)
With costs skyrocketing and employees paying more and more, the advent of high-deductible health care (HDHC) plans and health savings accounts (HSAs) has become a story worth blogging about.
Advisor Reflections: Have Your Goals Changed?
Across the country, people have found themselves in changing circumstances, re-evaluating their goals and having to update their financial plans as a result of the pandemic – myself included.
The Credit Freeze
This document explains what it means to freeze your credit, details the process of doing so, and answers some frequently asked questions.
Checking Things Twice This Holiday Season
As advisors, we hear many stories about phone scams, identity theft, and cyber fraud, especially around the holidays. As we head into the final weeks of the year, we thought we would follow up with another reminder about staying alert to avoid potential scams. So, with many of us holiday shopping or needing to check online accounts as we take care of year-end to-do items, here are some important tips to remember:
Rakhee Gor
Senior Operations Associate