Avoiding Tax-Related Identity Theft

Presented by Paul C. Spoelstra CFP® AIF® If you’re not thinking about your taxes yet, you should be—identity thieves certainly are. During tax season, there’s a significant increase in the sharing of sensitive information, both online and via postal mail. Not...

7 Common Retirement Plan Mistakes

Authored by Nevin E. Adams, JD The headlines are all about revenue sharing, conflicts of interest, and statutes of limitation—but the things that are likely to get a Retirement Plan and plan sponsor in trouble are a lot more mundane. Here are seven that are more...

How to Handle a Financial Windfall

What would you do if you won the lottery? Unfortunately, when a large sum of money is thrust into their hands, otherwise smart people can make serious financial mistakes. In fact, as many as 70 percent of Americans who receive a windfall lose it all within a few years, according to the National Endowment for Financial Education.