Do you know how much your 401(k) costs? If your answer to that question is, “what cost?” then you’re not alone. More than four in 10 people say they don’t know how much their workplace retirement plan costs, according to a recent study from financial research firm Hearts & Wallets. Another 16% of people think… Read more »
Posts Categorized: Financial Planning
Get real about what money is coming in and what money is going out. A lot of people know how much money they’re bringing home but aren’t as clear about what they’re spending. Joseph Edmondson, CFP, and a financial professional at Equitable Advisors, says he asks new clients about their net salaries first. “Then… Read more »
Donna Nadler interacting with clients and guests.
Tom, Scott, and Rich at the NYC HR Summit.
Don’t risk costly IRS penalties, talk to a financial professional before making move that could directly impact your finances after losing a spouse.
CMG’s Tom Mingone featured on Money.com Retirement income calculators can be a helpful starting point to gauge whether you’re on track to retire one day. But don’t stop there. “You can’t just run projections, draw conclusions, and wake up at 85 hoping you have a few bucks left,” Click here to read the full article…. Read more »
From Financial-Planning.com July 22nd, 2016 By Thomas Mingone Since the U.S. Supreme Court constitutionalized same-sex marriages last year, there are now approximately 491,000 same-sex marriages in the U.S.; 123,000 marriages more than prior to the ruling. This landmark recognition ensured that all married gay clients are entitled to a plethora of financial planning strategies and workplace… Read more »
From Money.com May 23rd, 2016 By Elizabeth O’Brien What do retirees in Hawaii, Alaska, and South Carolina have in common? Turns out seniors in those three states share something significant: retirement incomes that equal at least 70% of the income they earned in their working years, according to astudy released today by Bankrate.com. Incomes for… Read more »
From usnews.com May 16th, 2016 By Christine Giordano You know that icky feeling. Your friends are all about to do something fun, like head to Las Vegas, and you can’t quite afford it. Or maybe it’s your turn to be generous and grab the check, but you know you’ve been spending way too much. Perhaps… Read more »