By Steven Hiraga, CFP® A Bit of Retirement Plan History The 401(k) retirement plan, introduced in the Revenue Act of 1978, is still a relatively new workplace benefit. For example, employee-provided health insurance goes back to the early 1940s in response to concerns of inflation as the US started coming out of WWII. Going back
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How to Pick the Right Financial Advisor in 2023
By Rene Bruer If you’re in the market for a financial advisor, one of the biggest questions you may have asked yourself is “how do I find the right person?” Think about what brought you to this point; a life change, a complicated financial situation, receiving a financial windfall, retirement, starting a new job with
5 Things to Know About Pooled Employer Plans
With the passing of the SECURE Act came the birth of the Pooled Employer Plan (PEP) and some significant relief to employers who either currently offer their employees a 401(k) or have been thinking about starting one. Here are 5 things to know about PEPs and why they might be right for your business. Take
Stress Test Your Financial Plan in 2023
In the current volatile and unpredictable economic environment, it is understandable if you are questioning the stability of your financial plan, provided that you have one. Reviewing your life circumstances is appropriate in good and bad times, and employing a Financial Stress Test should be a part of your overall approach. This valuable tool is
5 Areas to Consider When Hiring a Financial Advisor in 2023
By George M. Smith, CIMA® Finding a qualified financial advisor is a big decision. Using the word qualified may seem obvious, but just because someone holds themselves out to be an advisor doesn’t guarantee that they are equipped to meet your financial needs. When looking for a qualified financial advisor, I believe that you should
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