July 28, 2011

You and your employer are parting ways- what to do with your 401K?

People are often confused about what to do with their 401K assets when they separate from their employer. Should they keep their assets in the plan, transfer to their new employer’s plan, or roll the funds into a self-directed IRA? The answer depends on the needs of the individual and the limitations of the plans, but here are some things to consider.

July 14, 2011

Umbrella Insurance, Is It Right for You?

The turbulence of the financial markets and state of the economy in recent years have caused smart investors to become more focused on transparency in their investment selections, on understanding the risk in their portfolios, and on ensuring that their asset allocation matches up with their long-term objectives for their wealth.

All too few however are introduced to a simple, relatively inexpensive strategy for insuring their assets and future income — umbrella insurance.

June 30, 2011

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