Age Based Planning – 40’s
Financial Planning
Sep 24, 2020
Your 40’s are a time in your life where the financial decisions get larger and hopefully, your salary has...
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Fund Share Classes and Your Fiduciary Role
Retirement Plan Consulting
Aug 24, 2020
Fund Share Classes and Your Fiduciary Role
Retirement Plan Consulting
By: Jude McDonough, CFP® AIF®
Aug 24, 2020
As the plan sponsor of a corporate retirement plan, there are a lot of details to manage. Most plan...
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The Ease of Working with a Fiduciary Advisor
Retirement Plan Consulting
Jul 13, 2020
The Ease of Working with a Fiduciary Advisor
Retirement Plan Consulting
By: Jude McDonough, CFP® AIF®
Jul 13, 2020
Is the current investment advisor on your corporate retirement plan acting as a fiduciary? If you don’t know the...
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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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