I NEED PROTECTION FOR MY 401(K) DISTRIBUTION

Dear Employee Benefit Officer: When I retire in about a year, I’m expecting a six-figure distribution from my employer’s 401(k) plan. The success of my retirement turns on what I do with this money, and I’m more than a little unsettled by the prospect. What should I do to keep my all my options open? […]

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ARE YOU A LIVING TRUST CANDIDATE?

Any comprehensive review of an older person’s financial planning is likely to touch upon the value of a revocable living trust for investment management. THE TRUST APPROACH provides a great tool for delegating investment responsibility into experienced hands without giving up control of assets. Anyone with a substantial portfolio should consider a trust and the […]

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Year-End Tax Tips

Porches and doorsteps are still decorated with pumpkins and mums, but the new year is creeping up once again. Prepare now for the best outlook come tax time.

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