Insights

Get educated on the issues that matter to you the most.

A Fatal Flaw?

A Fatal Flaw? Does your company offer you advice on your 401(k) plan (60% of companies do)? Do you take advantage of it? A recent Wall St. Journal article points out that only 1/4 of employees who have access to advice through their employer actually take advantage of...

Financial Planning

Financial Planning: Self-employed business owners & Corporate Executives During our WealthScan Reviews with clients we do a “lifeboat Drill” – a vision exercise where we ask tough questions regarding the vulnerability of the client's current plan against the...

IRS Released New 401K Limits and New Exemptions for 2012

IRS JUST RELEASED NEW 401(k) LIMITS AND NEW EXEMPTIONS FOR 2012 Taxpayers will be able to set aside an extra $500 in 401(k) plans and benefit from an additional $120,000 estate tax exemption in 2012, under cost-of-living adjustments announced by the Internal Revenue...

WE ARE ALL IN THIS TOGETHER

THE COLLEGE SEARCH My wife Joni and I are about to embark on that great adventure-- the search for the "right" schools for our twins (!!) Leah and Will. This will be the third time we're going through this exhausting, painful (and wonderful) exercise. Two...

RETIREMENT

This July, EBRI.org published its annual, much anticipated Retirement Confidence Survey.  Some astounding findings: Only 13% of workers are “very confident” they will have a comfortable retirement. Only 27% of workers are “not at all confident about saving enough...

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The Secret Key: Lessons of the Masters

An Insider’s Guide To Wealth Management In A Rapidly Changing World

The purpose of this report, The Secret Key: Lessons from the Masters, is to introduce to you the Master’s Key to help preserve, invest, grow, and enjoy your wealth in this “New Normal” world.