Friday, September 15, 2023
Most will be familiar with David Letterman’s ‘Top 10’ lists, where he would – in reverse order – count down his answers to that night’s topic. I have chosen as my topic SECURE 2.0 Act Changes to...
Read More
Wednesday, August 2, 2023
One version of the famous quote attributed to Otto von Bismark in the 19th century is “Laws are like sausages. It’s better not to see them being made.” Perhaps. But staying abreast of retirement policies and related...
Read More
Wednesday, July 5, 2023
Attention: Retirement Plan Sponsors! It is essential to stay current with the ever-changing world of employer sponsored retirement plans. Changes occur regularly, so keeping up can help your plan avoid substantial penalties.
Read More
Monday, June 5, 2023
Stock price declines such as what occurred in early 2020 and the first half of 2022 can prompt some investors to blindly and indiscriminately sell investments when the entire market is trending lower.
Read More
Friday, May 5, 2023
When to begin Social Security benefits can be a complicated subject. As a result, many people do not have a full understanding of their potential choices.
Read More
Wednesday, April 5, 2023
Fiduciary financial advisors have the ethical obligation and duty to put their client's best interest ahead of their own desire for financial gain.
Read More
Tuesday, February 7, 2023
The SECURE 2.0 Act of 2022 was signed into law December 29, 2022 and is designed to substantially improve retirement savings options. It builds upon the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.
Read More
Monday, February 6, 2023
Do you want to give your child or grandchild a financial head start? A Roth IRA may be an option to consider. Funds contributed to a Roth-IRA are after-tax dollars.
Read More
Thursday, January 5, 2023
Changes in life can be large or small and come in a variety of ways. Some are planned and others are surprises; some are welcome and others are unwelcome. Those changes often influence our financial needs and objectives.
Read More
Monday, December 5, 2022
Will I Be Okay? The New Year may bring a new commitment to get your finances “in order.” There is never a wrong time to address matters that mean so much to the quality of your life for years or decades to come.
Read More
Saturday, November 5, 2022
Be Aware and Beware are not the same, of course, but they are both great directives! Employers should not be wary of sponsoring a retirement plan.
Read More
Wednesday, October 5, 2022
A well-designed retirement plan can help your company attract employees. It may be the difference that sways candidates your way.
Read More
Tuesday, September 27, 2022
Inflation has certainly been a dominant headline. The Consumer Price Index (CPI) serves as a key gauge of inflation and measures the change in the prices of a range of goods and services over time.
Read More
Wednesday, September 14, 2022
Hulme provided testimony to Senator Grassley a week ago about an egregious proposed DOL change that threatens our independent contractor status. Read more about the conversation at the link below.
Read More
Mike Hulme of Financial Resource Advisors (FRA) recently participated as a delegate to the National Association of Plan Advisors’ (NAPA) Annual DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.
Read More
Friday, August 5, 2022
Why is spending so easy and saving so difficult for many American workers? Discretionary income, a consumer culture, ease and enjoyment are key influencers.
Read More