Search News Posts

Home

Retirement

News filed in:

"Retirement"

Best Interest Contract…Your Needs First!

What exactly is a “BIC”? Nate Lovik, AIF® Investment Advisor Representative Many of us have used a BIC® for such things as lighting a candle, firing up the grill, or having a smoke. Moving forward, you may hear your financial advisor reference a BIC, and it won’t be for lighting anything on fire. As part... Read More »

Read More

What exactly is a “BIC”? Nate Lovik, AIF® Investment Advisor Representative Many of us have used a BIC® for such things as lighting a candle, firing up the grill, or having a smoke. Moving forward, you may hear your financial advisor reference a BIC, and it won’t be for lighting anything on fire. As part… Read More &raquo

[...]

Read More

How do you uphold your fiduciary responsibility?

How well do you understand your role as fiduciary? Many companies establish retirement plans without thorough understanding of their fiduciary responsibilities. Understanding your fiduciary role as plan sponsor is paramount due to the risk associated when offering an ERISA regulated retirement plan. A fiduciary that breaches any obligation can be held liable, even if the... Read More »

Read More

How well do you understand your role as fiduciary? Many companies establish retirement plans without thorough understanding of their fiduciary responsibilities. Understanding your fiduciary role as plan sponsor is paramount due to the risk associated when offering an ERISA regulated retirement plan. A fiduciary that breaches any obligation can be held liable, even if the… Read More &raquo

[...]

Read More

Vehicle choices for the retirement journey.

How many vehicles do you own? Are they equal or do distinct qualities differentiate which may complete a task better than another? A landscaper certainly prefers the capability of hauling supplies in a truck compared to the trunk of a compact car. Conversely, a daily commuter favors the superior fuel economy of the compact car... Read More »

Read More

How many vehicles do you own? Are they equal or do distinct qualities differentiate which may complete a task better than another? A landscaper certainly prefers the capability of hauling supplies in a truck compared to the trunk of a compact car. Conversely, a daily commuter favors the superior fuel economy of the compact car… Read More &raquo

[...]

Read More

What happens when interest rates change?

As we move into December, the closer we get to another possible interest rate hike from the Federal Reserve.  From one point of view, increasing rates could be viewed as a positive, as an economy grows, sometimes the brakes need a little tap (in the form of a rate increase) to slow movement down a... Read More »

Read More

As we move into December, the closer we get to another possible interest rate hike from the Federal Reserve.  From one point of view, increasing rates could be viewed as a positive, as an economy grows, sometimes the brakes need a little tap (in the form of a rate increase) to slow movement down a… Read More &raquo

[...]

Read More