October 26, 2017

Are You Being Treated Fairly? Probably Not!

By Scott Miller, Jr.


Finding a trusted advisor to partner with in managing your savings can be a daunting task, there are several attributes of that advisor and your relationship that should be taken into consideration. One of the most frustrating aspects of the search is the difficulty in determining the answer to the simple question “Will I be […]


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October 11, 2016

Will Millennials Be Ready for Retirement?

By James Behr Jr & Christopher Paleologus


Most millennials, people aged 18 to 34, are unprepared and under educated on the importance of saving for retirement. A survey found that 40% of millennials do not have a retirement savings account, and nearly 75% do not know their own net worth. This is concerning as they are believed to be one of the […]


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August 30, 2016

Is an In Service Distribution Right for You?

By James Behr Jr & Christopher Paleologus


We have long understood that the investment choices inside of 401(k) plans certainly have a lot of room for improvement. The fees are high, investment choices are slim, and the options for how and when to invest are limited. For those who are unhappy with their current retirement plan there may be another option for […]


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May 12, 2016

Now that you have changed jobs, what do you do with your old 401(k)?

By James Behr Jr & Christopher Paleologus


Ignoring your past employer’s 401(k) can be easy but rolling it over to an IRA could be just as easy and more beneficial in the long run. When you leave a company you have a multiple options with your 401(k). You can roll over your 401(k) into an IRA, keep it with your previous employer’s […]


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December 11, 2015

IRA vs 401(k)

By James Behr Jr & Christopher Paleologus


Are your retirement savings invested in the best type of account for you? Identifying that you need to save for retirement is an important first step but knowing what types of accounts your money should be held in is a close second. Two of the most common accounts are the 401(k) plan offered by employers […]


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