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We’re passionate about providing you with information about finances, financial planning, investing, and more.  Choose a category below to start reading or view our recent posts.

What About Speculation?

June 14, 2021 What About Speculation? Phil Albitz, CFP® Hi Everybody, It’s that time we send out our every other month email blog. We try our best to provide interesting and timely information. We get a lot of good feedback on this method of staying in touch with you. We appreciate the comments. I’m going to [...]

June 14th, 2021|

Plan Sponsors – Mandatory 401(k) Plan Restatements

June 11, 2021 Plan Sponsors – Mandatory 401(k) Plan Restatements By Paul Miloe, CRPS® Plan Sponsors – Mandatory 401(k) Plan Restatements Approximately every 6 years, the IRS mandates that all employers restate plan documents on their qualified plans (401(k), 403(b), defined benefit, etc.).  Due to tax law changes and other factors, many retirement plans will have [...]

June 11th, 2021|

Series I Savings Bonds

June 10, 2021 Series I Savings Bonds By Clete Albitz, CFP® Investors are increasingly concerned with ways to protect their savings from rising inflation. Series I Savings Bonds are a unique asset that can meet this objective. These savings bonds are issued by the U.S. Treasury and the current annual yield is 3.54%. This rate is [...]

June 11th, 2021|

Thoughts Around the Infrastructure Proposal

Thoughts Around the Infrastructure Proposal April 9, 2021 Last week, President Biden announced a $2 trillion infrastructure and green energy proposal as part of the American Jobs Plan. This package includes new spending on transport infrastructure, manufacturing, R&D, housing and elderly care. This spending is anticipated to be spread over eight years and paid for [...]

April 9th, 2021|
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