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Cash Balance Plans for High-Earning Owners & Partners

Cash Balance Plans for High-Earning Owners & Partners

Pension plans are going extinct in corporate America. Pensions used to be the retirement plan standard for just about every employer; in 1998, nearly six in 10 Fortune 500 companies offered pensions to new hires. Over time, employers shifted from pensions to...

What is Probate, and How Can You Avoid It?

What is Probate, and How Can You Avoid It?

Father’s Day is a day that we take a trip down memory lane, reflecting on all the happy moments we’ve shared with our dads and father figures.Whether you plan to host a cookout, play a round of golf, or send a handwritten card in the mail, this Father’s Day, take time...

The Alternative Energy Revolution

The Alternative Energy Revolution

An alternative energy revolution is taking place across the globe.There are many reasons to be excited about the alternative energy revolution. Advances in alternative energy are giving rise to new industries, opportunities for portfolio diversification, and helping...

How Hard Assets Can Fit Into Your Portfolio

How Hard Assets Can Fit Into Your Portfolio

Investors investigating hard assets tend to believe in their basic function as money. The appeal of a gold standard, and of hard assets, is stability. Hard, tangible assets in your portfolio can help hedge against inflation. Gold is the world’s most famous...

12 Ways Life Insurance Helps You Preserve Your Wealth

12 Ways Life Insurance Helps You Preserve Your Wealth

Most people don’t recognize life insurance for the versatile financial tool that it is.If you have a spouse, children, or aging parents who depend on you, life insurance should be part of your overall financial plan. One of your greatest assets is your ability to earn...

The Basics of Building a Bond Portfolio

The Basics of Building a Bond Portfolio

Are you looking for a way to bolster your portfolio’s risk-return profile?If so, bond investing might be right for you. You can reduce the volatility of your portfolio by diversifying with bonds.Even if you’ve been investing in the stock market for a long time, the...

Family Wealth Planning for Newly (Re)married Couples

Family Wealth Planning for Newly (Re)married Couples

Marriage is wonderful in a lot of ways...After saying “I do,” you and your dearly beloved get to enjoy years of love and friendship, a blending of families, and the chance to add another wacky aunt or uncle to your extended family. You also get access to several...

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