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Business Owners

Business Owners and the SECURE Act

For the first time since the passage of the Pension Protection Act (PPA) in 2006, Congress forwarded and the president signed a major piece of retirement legislation. Referred to as the Setting Every Community up for Retirement Enhancement Act (SECURE Act), the law includes a number of provisions that will undoubtedly change the retirement landscape. Although it is early and specific details are scant, we thought we would take the opportunity to comment on a

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Umbrella Liability Insurance: An Overview

Umbrella liability coverage is a crucial but often overlooked piece of a financial wellness plan. Its purpose is to protect your assets from major claims and lawsuits by providing liability insurance in excess of the limits of your homeowners’ or automobile policy.  An umbrella policy may also provide initial or additional insurance for circumstances other policies may exclude, including false arrest, libel, slander, and invasion of privacy. You are likely covered against liability at a

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A Good Financial Advisor Extends Well Beyond the Portfolio

Particularly during challenging times in the market, it can be easy to forget that the end goal of comprehensive planning goes well beyond choosing investments. Investors who keep a critical eye to their portfolio may sometimes overlook other, more subtle indicators along the path to long-term financial success. These contributions are less quantifiable on a quarterly performance statement, but valuable nonetheless. Cost-effective investment implementation: When measured against overall wealth, the costs associated with investments may

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Understanding Fiduciary Roles in Your Business’ Retirement Plan – 401(k) podcast

 I’m Responsible for WHAT?” takes you behind the scenes of the legal obligations associated with caring for your company’s Retirement Plan. Understand what you, as a 401K plan sponsor, can expect from your advisor, your TPA, and others, and how to optimize your 401K plan structure to get the best for you and your employees. Join SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind for a short

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