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What do lacrosse, Santa Claus, and key lime pie have to do with wealth management? Find out here! Our On Pointe updates cover a variety of timely wealth topics with a twist. 

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WHAT'S STOPPING YOU? 4 GOOD REASONS TO START A 401(K) PLAN

Excuses, excuses, excuses….

 

I hear it all the time from companies that really could have a plan but are allowing some perhaps aged biases or misconceptions prevent them from implementing a plan right now.


> READ THE FULL STORY HERE

ANOTHER SLICE OF PIE, PLEASE?

I really like Key Lime pie. No joke my wife’s key lime is the best and it’s my birthday request each year, not to mention any other time I can convince her to make it!

What kind of pie don’t I prefer? Arbitrary pie charts. 


> READ THE FULL STORY HERE

5 WAYS YOUR 401(K) PLAN COULD DO MORE THAN JUST HELP YOUR EMPLOYEES WITH RETIREMENT

I have a tremendous amount of respect for my clients who offer 401k plans (and those who are looking to start plans) for their employees. 


> READ THE FULL STORY HERE

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