2020 Investment Policy Statement Review
Investment Management
By: Christopher D. Ross, CFP®
Jun 08, 2020
Each year during the summer months we kick off our Investment Policy Statement review. The purpose of this campaign...
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Webcast: What’s in my Target Date Fund
Retirement Plan Consulting
Jun 25, 2020
Webcast: What’s in my Target Date Fund
Retirement Plan Consulting
By: Jude McDonough, CFP® AIF®
Jun 25, 2020
During this brief webcast, Jude McDonough CFP® AIF® discusses the pros and cons regarding Target Date Funds. Disclosures
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What’s in my Target Date Fund?
Investment Management
Jun 05, 2020
What’s in my Target Date Fund?
Investment Management
By: Jude McDonough, CFP® AIF®
Jun 05, 2020
The simplest way that a Target Date Fund (TDF) can be explained is that it assumes that the investor...
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Lower Taxes on Highly Appreciated Employer Stock
Financial Planning
May 13, 2020
Lower Taxes on Highly Appreciated Employer Stock
Financial Planning
By: Jude McDonough, CFP® AIF®
May 13, 2020
If you have a 401(k) with employer stock that has grown over the years, you may want to consider...
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WEBCAST: CONSEQUENCES OF CARES ACT RETIREMENT WITHDRAWALS
Retirement Plan Consulting
May 04, 2020
WEBCAST: CONSEQUENCES OF CARES ACT RETIREMENT WITHDRAWALS
Retirement Plan Consulting
By: Jude McDonough, CFP® AIF®
May 04, 2020
Thinking of taking a CARES Act withdrawal from your retirement account? This brief webcast highlights the consequences to consider before...
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Parties to a Corporate Retirement Plan
Retirement Plan Consulting
Apr 27, 2020
Parties to a Corporate Retirement Plan
Retirement Plan Consulting
By: Jude McDonough, CFP® AIF®
Apr 27, 2020
The plan sponsor is the most important party to a Corporate Retirement Plan. The plan sponsor is a fiduciary...
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WEBCAST: CARES ACT RULES REGARDING RETIREMENT PLAN DISTRIBUTIONS
Retirement Plan Consulting
Apr 23, 2020
WEBCAST: CARES ACT RULES REGARDING RETIREMENT PLAN DISTRIBUTIONS
Retirement Plan Consulting
By: Christopher Ross, CFP® & Jude McDonough, CFP® AIF®
Apr 23, 2020
If you are considering taking a CARES Act withdrawal from your retirement account, our Operations Manager, Kaley Kucharski, asks...
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