Group Retirement Plans - The Definitions

Geoff Cook - CFP, CHAIP

The new CAPSA Guidelines affect all employer sponsored, tax-assisted, retirement plans where employees may determine how their savings are invested. Are you prepared?Successful companies use retiremen...

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Benefits

Geoff Cook - CFP, CHAIP

We believe that education and extra financial planning services are equally or more important than the plan itself.We have found in the past that few employees really understand how lucky they are to...

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Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Period.Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—s...

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