Broker Check


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.


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.


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.


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. 


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.


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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.


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.


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.


Wednesday, August 31, 2022

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.


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.