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Keep your 401k in compliance or pay large fines!

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September 1, 2013
The department of labor is cracking down on 401k administration, the days of burrying the fees in the prospectus and hoping no one reads it are long gone. If your 401k does not have the basics and is not transparent in the fees you risk an audit from the Department of Labor. In addition to this being very inconvienent and time ... Read More

Free Living Trust Review, make sure yours is current!

1  
August 27, 2013
  Estate planning is a topic that is often overlooked and set aside by people to think about for another day. Thinking about the end of your life is never a fun topic, but having the proper estate planning documents such as a will, living trust, powers of attorney, and other documents can help alleviate additional stress on your family members as well as ensure that your assets are distributed to who you specifically designate for the least amount of cost. Do you have an estate plan? Is it up-to-date or do documents like your trust or will need to be ... Read More

Fee based vs. commission based Financial Planning

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August 24, 2013
  Why should you pick an independent fee-based over a commissioned based financial advisor? An independent fee-based financial planner has the ability to offer advice and investment options from a huge number of mutual funds and investment options. They are not required by a contract to promote or use a specific investment or mutual fund company. An independent fee-based planner builds the best portfolio for his client while keeping fees low and has the requirement to act in your best interest without an outside pressure to push a certain type of investment on his clients. Tom Fischer ... Read More

Retirement planning and the seven key steps to take.

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August 22, 2013
If  you are  talking to your financial planner, make sure you click on the link above and watch my screencast video (no reading involved!!). These steps will help  clarify the things you need to do in order feel more comfortable about retirement. If you cover the main  financial pieces you can spend more time in retirement enjoying yourself and less time ... Read More