To Roll or Not to Roll: It’s Your Choice

November 15, 2011 · · Newsletters · Comments Off on To Roll or Not to Roll: It’s Your Choice

It used to be common for employers to encourage (or require) departing employees to withdraw their money from the company’s retirement plan.1 Like most employee benefits, an employer-sponsored retirement plan is typically an expense for the employer. Now that the baby-boom generation has started reaching retirement age (at the rate of about 10,000 per day), some.

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Giving Strategies That Can Give Back

November 4, 2011 · · Newsletters · Comments Off on Giving Strategies That Can Give Back

A recent survey in 136 countries suggests that spending money to help others may be a universal source of personal happiness.1Americans seem to take this to heart, giving more than $290 billion to charity in 2010, even with the slow economy.2 When making a substantial donation to a specific charity, you might consider trust strategies.

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The Dynamics That Can Drive Inflation

November 2, 2011 · · Newsletters · Comments Off on The Dynamics That Can Drive Inflation

In the first half of 2011, spikes in food and gasoline prices strained the budgets of many Americans and sparked fears of more persistent inflation. Nonetheless, the Federal Reserve expected such price spikes to be temporary and forecasted the overall inflation rate to stay in the neighborhood of 2.5% in 2011, with the core consumer.

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Is Your Business Ready for a Structure Change?

November 1, 2011 · · Newsletters · Comments Off on Is Your Business Ready for a Structure Change?

Three-fourths of CEOs running small and mid-size businesses reported in March 2011 that they were anticipating higher revenues in the year ahead, and nearly 60% expected rising profits. Among those who expressed confidence in their futures, 54% expected to hire more employees and 50% were planning to invest in their facilities.1 Growth is often accompanied.

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