My daughter had her first day of high school today. I have a ton of mixed emotions. I am proud of her and all that she is accomplished. I am excited for her and the future she will begin to set out on. I am also a touch nostalgic and sad. My baby girl is … Continue reading Beyond College Cost Planning – Are Our Kids Ready Emotionally?
As a financial advisor to small business owners and their families I spend a lot of time consulting on retirement plan design, implementation, education, compliance and monitoring. With the new DOL rule (or not so new for some of us who have been fiduciaries for a while) the entire focus has been on fees paid … Continue reading Forget Fees – it’s all about Plan Design for Small Business Retirement Plans