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How to Make the Greatest Impact With Charitable Donations

How to Make the Greatest Impact With Charitable Donations

We’ve all been affected by the upheaval of this last year in one way or another. For some individuals, it’s been a time of reflection and reevaluation of our personal priorities. As I’ve interacted with clients over the past 12 months, a common theme of our...

How to Make the Greatest Impact With Charitable Donations

We’ve all been affected by the upheaval of this last year in one way or another. For some individuals, it’s been a time of reflection and reevaluation of our personal priorities. As I’ve interacted with clients over the past 12 months, a common theme of our...

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Retirement Times: June 2016

Retirement Times: June 2016

Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings How are custom solutions evolving to mitigate risk? Part III Last month we featured Part II of Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings - How...

Retirement Times: June 2016

Finding the Right Path

Money Matters (June 2016) By Chuck Dudley Recently, our Senior Pastor Emeritus at First United Methodist Church of Hot Springs, David Wilson, filled in for our vacationing pastor. His sermon was about love and overcoming hardships, and in the text of the sermon he...

Retirement Times: June 2016

Retirement Times: May 2016

Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings How are custom solutions evolving to mitigate risk? Part II Last month we featured Part I of Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings - How are...

Retirement Times: June 2016

Lessons from Celebrities

Money Matters (May 2016) By Chuck Dudley PUBLIC REVELATIONS ARE OPPORTUNITIES TO LEARN As a nation, there seems to be an obsession with celebrity culture. What are the movie stars wearing?! Tell us about their kids! What beaches are they heading to!!!! The headlines...

Retirement Times: June 2016

Lessons Learned Along the Way

Money Matters (April 2016) By Chuck Dudley A Tribute to My Mentor None of us will ever accomplish much in this world without help.  That help may come in the form of advice, experience, money, recognition or some other type of assistance. For many, it is a person that...

Retirement Times: June 2016

Retirement Times: April 2016

  Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings   How are custom solutions evolving to mitigate risk? Since the Pension Protection Act of 2006, target date funds (TDFs) have increasingly found their way into retirement...

Retirement Times: June 2016

Retirement Times: March 2016

2016 Tax Saver’s Credit Participants may be eligible for a valuable incentive, which could reduce their federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If they qualify, they may receive a Tax Saver’s Credit of up to $2,000...

Retirement Times: June 2016

Retirement Times, February 2016

Table of Contents A Turbulent Start to 2016 Importance of Prudent Process to Monitor Investment Options Investment Policy Statement Review: Beyond the Obvious What Constitutes Proper Documentation of Retirement Plan Committee Meetings?   A Turbulent Start to 2016...

Retirement Times: June 2016

Questions for 2016

Questions 67 and 68! One of my favorite rock groups of all time is CHICAGO. Recently, the famed group was elected to the Rock and Roll Hall of Fame. Their arrangements expertly blending rock music with horns were revolutionary at the time. CHICAGO also was a...

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