Below is a collection of resources for you. Please use the menu selector below to find articles, webinars, e-seminars, etc. on several retirement-related topics. Check back often for updates.

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The Value of Financial Advice

You’ve probably heard the phrase “hope is not a strategy.” The definition of hope is “to want something to happen or to think that it could happen” (Merriam-Webster). When it comes to saving for a financially secure retirement, many statistics would suggest that we rely more on hope than we do on strategy. We hope … Continued


Three-Step Approach to Reduce Your Tax Bill & Save More

We’ve all heard that old adage that the only certain things in life are death and taxes. Gallows humor aside, paying more than you have to in income taxes is not entirely inevitable. We discuss three common ways to help temper your annual tax burden so that you can save more for your retirement. 1. … Continued


Should You Crack Your Nest Egg?

Most people agree that cracking your nest egg before you reach retirement age should be considered an option of last resort. But when life throws something unexpected at you—the loss of a job, an illness, or another need to pay for a large expense—you may find yourself looking at borrowing from your retirement savings to … Continued


Our 411 For Your 401(k)

As consumers around the country prepare for the end of summer, many are getting organized for back to school season. This is also an opportune time to make a checklist to clean up your financial house and conduct an annual review of your 401(k) plan so that you are taking advantage of all the benefits … Continued


Retirement Planning for Lawyers

Here’s a big word for you from the world of behavioral finance – hyperbolic discounting. Hyperbolic discounting is a time-inconsistent model of discounting. Ok, that didn’t help much. Think of it this way – humans have a tendency to value short-term rewards over longer-term rewards, even when mathematically the rewards are worth the same. The … Continued


Have You Solved Your Save-Spend Balance?

A zero-sum game is a situation in which one person’s gain is equivalent to another’s loss, so the net change in wealth or benefit is zero. For example, let’s look at your typical Poker game. The first round of Poker begins with each player placing a specific amount of money into the center of the … Continued


How to pick the right retirement plan for your firm

As a firm owner or partner, you are invested in the success and overall financial health of your employees just as much as your own. Regardless of the size of your practice, offering a retirement plan has many benefits including attracting and retaining top talent. In this article you will find useful information about different … Continued


How to #savelikeagirl and Close the Retirement Savings Gap

December 6, 2018 Olympic Gold Medalist, Mia Hamm once said: “my coach said I run like a girl.  I said if he ran a little faster, he could too.”  With that simple statement she redefined the word “girl” to mean something more encouraging and inspiring than its historical connotation. When it comes to finances, women … Continued


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