Archive for July, 2010

5 Ways to Stay Informed, and Save, on Health Care Coverage

Monday, July 26th, 2010 by Charles Mayfield, CFP®

Health Insurance has certainly been a hot button for many Americans in recent months.  Premiums continue to climb and so many questions remain unanswered regarding the recently passed health care reform—the ... more »

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Posted in Health Insurance, Insurance | No Comments »

Top 5: Retirement Spending Misconceptions

Monday, July 19th, 2010 by Cass Chappell, CFP®

When I meet with a prospective client for the first time one of my first questions of them is about retirement.  I am curious to know how they anticipate living off ... more »

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Top 5 – 401k blunders

Monday, July 12th, 2010 by Cass Chappell, CFP®

When we meet with a client for the first time, the conversation quickly drifts to their employer’s retirement plan.  The most common of these is the participant-directed Traditional 401(k), a qualified ... more »

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Dashboard Dissected: Part 4- Distributions/Contributions

Tuesday, July 6th, 2010 by Charles Mayfield, CFP®

From time to time, our clients come to us with plans to make a big recreational purchase or inheritance checks that they want to deposit into their accounts. Understanding the impact ... more »

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