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Keep More Dollars in Your Pocket: Tax Planning

It’s that time of year – thinking about income taxes and capital gains taxes and deductions – tax planning. With a savvy financial planning tax strategy, you may be able to reduce your income tax [...]

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Meet Mike Dinan

Get to know our team members! Meet Mike Dinan, CFP®, Partner and Senior Wealth Advisor. What’s one of your favorite things about your job?  Getting to know our clients as well as we do and [...]

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Former Employees with Plan Assets are Still Participants

Plan Sponsors should understand that terminated employees who left their account balance in your plan, are still considered participants under ERISA. As such, former employees have the same [...]

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3(38) Advisory Services – Should Fiduciaries be Outsourcing Retirement Plan Investment Responsibility?

Department of Labor (DOL) enforcement recoveries are on the rise. A recent DOL report indicates that DOL recoveries have doubled since 2018 and tripled since 2016.  As a result, fiduciary [...]

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Common Fiduciary Errors

An ounce of prevention is worth a pound of cure. This saying is universal, and certainly applies to fiduciary responsibility. Beginning the year with an eye towards avoiding some of the most [...]

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Couples and Finances: Why you Both Should be Involved

In many relationships the division of labor often falls along the lines of which partner has a greater interest in whatever the underlying duty might be. Traditionally, women have been more [...]

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Giving Season

2020 looks incredibly different in so many ways compared to previous years. But in some ways: the holiday season ushers in familiar, heartwarming aspects. When many of us think of the holidays, [...]

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Annual Plan Audit: An Auditor’s Perspective

Does your plan require an annual audit? If your eligible participant count (including terminated employees who maintain an account balance) exceeds 100 at the beginning of your plan will you be [...]

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The Situation Your Employees May Be In: Retirement Income Survey

Attaining a satisfactory retirement experience is dependent on sufficiency of post-retirement income. In an attempt to identify current attitudes in this regard the *Alliance for Retirement [...]

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To Roth or Not To Roth

Many Defined Contribution retirement plan participants are uncertain as to benefits of allocating their contributions to traditional vs Roth options. This is for good reason. There are two key [...]

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