Posts Tagged ‘Financial Planning’

Hindsight is 20/20, but that wisdom winds up arriving too late. In order to secure a satisfying and comfortable retirement, you will need to educate yourself about how to arrive at such a successful financial future. A financial advisor can handle the specifics of investment vehicles and strategies, but the long-term road map is dependent…

Read More

The next best thing to a crystal ball is solid planning; your financial future will be well grounded and clearly defined. With this approach to plan management, you can be proactive instead of reactive. The bottom line, in the long run, is that you will save more money and have peace of mind along the…

Read More

A TPA can expand your service offerings In the financial planning realm, we work with a great variety of businesses, and each has a unique set of needs and priorities. For example, a 27 year-old startup business owner with two employees has a foreseeable range of relatively straightforward needs. Compare him to the 56 year-old…

Read More
Municipal employees discussing common issues around a conference table

Two of the largest issues facing municipalities today are underfunded pensions and unfunded “other” post-employment obligations (“OPEB “). Historically, public accounting rules have allowed these obligations to be largely hidden or less visible to investors and taxpayers. Change is being phased in through the introduction of new GASB standards that require municipalities to disclose the…

Read More