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A Holistic View on Estate Planning
Estate Planning is about more than the preparation of vital documents: Will Durable Power of Attorney Healthcare Proxy/Power of Attorney Beneficiary Statements Trusts These documents may not always feel like pressing needs or be particularly fun to think about, but for the sake of your loved ones, it’s important to be prepared. We tend to…
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Nearing age 65? What to do about Medicare
Medicare is a health insurance program operated by the federal government and benefits are available to qualifying individuals 65 or older. Parts of Medicare Deductible, coinsurance and copayments may apply to all of the below. Part AHospital/Hospice Insurance Covers inpatient hospital stays, some skilled nursing facility, hospice and eligible home health care. No premium if…
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Are you fulfilling your fiduciary duty?
Establish an Investment Policy Statement Well-written Investment Policy Statement (IPS) should act as the roadmap for how you are going to select and monitor the investments within the plan. An IPS forms the basis for demonstrating the very high standard of prudence needed to make investment decisions. Your plan’s investment program is judged by the…
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Retirement is a journey, not a destination
You have likely been saving, investing, and planning for retirement for years, if not decades. Having a workable and flexible financial plan is essential as you approach the end of your working career. But retirement readiness also includes non-financial planning or life planning. What are you going to do once you reach your goal? Retirement…
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Limiting Fiduciary Consequences
The basis of the fiduciary relationship – the reason you are a fiduciary – is trust. You are legally entrusted with the plan’s proper functioning. The other side of that relationship? If you break that trust, you can be penalized under the law. If you as a fiduciary do not follow the basic rules, you…
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Prudence and Process – The Two P’s of Fiduciary Responsibility
Now that you know how to determine whether you’re a fiduciary, what do you need to do about it? The Employee Retirement Income Security Act of 1974 (ERISA) has a clear set of responsibilities and duties for fiduciaries. It is important that you take these requirements seriously and understand your own responsibilities as well as those…
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Investing in an Election Year
As we move towards the end of the year, the US election in November is beginning to become a focus of many investors. While there are strong feelings by many on which party and candidate is the best choice for our country, it is important to keep a long-term focus and attempt to separate politically…
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Are you a plan fiduciary?
Whether you are a fiduciary is determined by what you do, and not necessarily who you are. Anyone who has decision-making control over managing a plan — its assets or its administration is considered a fiduciary. Anyone who provides investment advice to the plan for a fee is also a fiduciary. You might think that…
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Conrad Siegel Investment Consultant Catherine Azeles Honored On Central Penn Business Journal’s Forty Under 40 List
Catherine Azeles, Investment Consultant at Conrad Siegel has been named to the Central Penn Business Journal’s 2020 Forty Under 40 List. The Central Penn Business Journal annually highlights the top forty local business leaders under 40 for their commitment to professional excellence, business growth and community service. At Conrad Siegel, Azeles is committed to helping…
