The good news is that the 401(k) has become one of the primary sources of retirement savings for most Americans, with 74 percent of workers actively participating in these plans, according to the Employee Benefits Research Institute (EBRI). The bad news is that some workers view these savings as a […]
Residents of Texas, Florida and Puerto Rico who live in federal-declared disaster areas affected by Hurricanes Harvey and Irma will have an easier time accessing money from their employer-sponsored retirement savings plans, thanks to the IRS. The agency announced that it is treating Hurricane Harvey and Hurricane Irma as “unforeseeable […]
Our Miami, West Palm Beach and Boca Raton offices are open for business. Ft. Lauderdale is delayed but we can be reached by email or phone.
Our Miami, Boca Raton and West Palm Beach offices will officially open tomorrow, Wednesday, September 13. We are connected and all offices are air conditioned. The Ft. Lauderdale office should be avoided due to water damage which is already being remediated. Many firm members are still without power […]
Dear Clients and Friends. It is our sincerest hope that you weathered Hurricane Irma safely and with minimal or no damage to property. Our ability to communicate with our clients and co-workers continues to be difficult. We are currently assessing the extent to which our offices are operational at […]
While the public equity markets have demonstrated a strong start in 2017, lingering political and economic uncertain have many investors sitting on the edge of their seats, wondering what is in store for them for the remainder of the year. To mitigate these concerns and help to prepare investment portfolios […]