The discussion about retirement income is all around all of us. We all hope to one day retire, but as we start to think about retirement, we face the question of how we will save for it – and, if what we save, will even be enough. This has created a huge opportunity for advisors. The retirement...

What do the following companies have in common? International Paper Kraft Cigna Prudential Caterpillar Bechtel General Dynamics Nationwide Fidelity Exelon Corp ING United Technologies Boeing Principal Life Insurance Deere & Co. ABB Mass Mutual Novant...

As a financial advisor, you are the trusted resource your business owner clients turn to for advice – even for issues that may lie outside your scope of expertise. The hot topic for a while now has evolved around the Affordable Care Act, or ACA. Many of your business owner clients are seeing substantial...

With a budget deficit running so high, our federal government is starved for additional revenues.  The question in the back of everyone’s mind is: how do they raise revenues without the dreaded tax increase? The Answer: through fees and fines - specifically through 401k audits. To achieve...