18Sep/18

Is Your Company’s 401(k) Plan as Good as It Could Be?

Two recent court rulings may make you want to double-check your 401(k) How often do retirement plan sponsors check up on 401(k)s? Not as often as they should, perhaps. Employers need toRead More…

12May/18

Retirement Planning Weak Spots

They are all too common. Many households think they are planning carefully for retirement. In many cases, they are not. Weak spots in their retirement planning and saving may go unnoticed. CouplesRead More…

08Feb/18
bucket approach

Try the Bucket Approach

Try the Bucket Approach. Constructing a portfolio this way may help you ride through a bear market in retirement. Stocks sometimes retreat. That reality can be overlooked in a long bull market.Read More…

02Jan/18
Guidelight Blog Bitcoin

Everyone Is Talking About Bitcoin

But when will the cryptocurrency bubble burst? Investors are excited about bitcoin – perhaps too excited. Their fervor is easy to understand. On December 18, bitcoin closed at $17,566. Back on SeptemberRead More…

05Dec/17

Talking to Your Heirs About Your Estate Plan

They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for theRead More…

09Aug/17

The Unexpected Costs of Caring for an Aging Parent — my LifeSite

According to data collected by the National Alliance for Caregiving, there are over 66 million family caregivers in the United States. That translates to nearly 40 percent of the U.S. adult population…aRead More…