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What you need to know about fiduciaries
While the word fiduciary has been a popular buzz word in the news, like most things in the financial industry, it can be a bit confusing. By definition, a fiduciary is a person to whom property or power is entrusted for the benefit of another. You can see how this broad definition might support the confusion…
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Life Transitions Checklist: What happens financially after I pass away?
Nobody likes to think about death, but yet we all have to face it sooner or later. The grief that dominates us when a loved one passes away can be immensely overwhelming. Then to make matters worse, the survivors need to figure out how to best move forward and settle the estate and financial affairs. …
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Could your hands-off approach be harmful to your retirement plan?
A laissez-faire approach can make your retirement plan even harder to reclaim if you let things go too long. Remember that employees actually expect to retire someday One of the problems with some 401(k) plans is the sponsor started the program just to meet their competition, or because they felt they had to offer “something”…
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Retirement Investing Tips for Florida Residents
We get it. Managing your retirement investments can be challenging. Along with the millions of other things you have to do with your time, examining your retirement investment portfolio sometimes doesn’t even crack the top ten. If investing seems like too much for you to handle on your own, consider partnering with an investment advisor…
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Making Adjustments Prior to Retirement
Now that you have planned your goals for retirement, you may realize you need to make investment adjustments to meet these goals. What do I do if my income does not cover my anticipated expenses? There are many ways to address this, but here are a few examples of what could be done to improve…
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Hospital vs. Independent Labs
It’s Black Friday season and every consumer in America knows what that means. Massive hordes of people waiting outside of stores at 6 pm on Thursday (missing some quality Thanksgiving Day football) to trample each other and Usain-Bolt-style sprint for that coveted item. The 65” television, that is way too big for your living room,…
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Conrad Siegel Named to the CNBC FA 100
National list celebrates forward-thinking advisory firms Harrisburg, PA – November 5, 2019 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has been named to the CNBC FA 100, which ranks the top 100 financial advisory firms in the country. The CNBC FA 100 recognizes firms that continue to uncover new and better…
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Retirement Plan Investment Committee Checklist
The fiduciary landscape is changing, and processes once seen as “good enough” no longer check all of the right boxes. Use this straightforward checklist to ensure your investment committee is covering its bases. Plan Investments [ ] Review funds to ensure the lowest cost share class is utilized [ ] Review the size of the…
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Top 5 Financial Planning Tips: Are you prepared?
Are you prepared if you lost your job? If your spouse was injured? If you have a family emergency? All of the scenarios above will impact your personal financial plan, but too often it is left neglected or moved down on the priority list until something happens to shake things up. We’ve summarized 5 tips…
