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"We’ve been waiting and waiting and waiting for this to happen," said Jed Schlanger, president of The Commerce Co. in Portland, a plan adviser. said Dan Burger, business development director for retirement plans at StanCorp Financial.
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7 — Networking Breakfast at Lafayette Inn, 146 Main St., Stanardsville, 8 to 9 a.m. Thinking of starting a business. Financial Advisors: If one of your resolutions for the new year includes getting your finances in order, remember that a.
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While 10% of your gross annual income is a general rule of thumb, many financial planners suggest trying to. If you work for a small business, your plan might not offer a lot of these funds. If that’s the case, stick to a large-cap index.
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Nobody likes to deal with their medical plan choices — possibly least of all seniors. About 80% of older Americans remain in whatever Medicare plan they started with. said Paul Gada, personal financial planning director for Allsup.
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Ghilarducci and Webb looked at data from 2008 to 2012 with a weighted sample size of 15.7 million people. They found only a third of the people in the sample size were able to participate in a workplace retirement plan, which they argue.
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Mr. Iannarelli eventually found a financial adviser at a gathering geared to professional networking. The adviser, Kiernan O’Connor, works at Gershoni & Associates in Woodbridge, Conn. — a franchise of American Express Financial.
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Mariner Retirement Advisors. retirement plan services manager. He also has experience serving as a retirement account manager for Alerus Retirement and Benefits. Carissa Perkins joins MidFirst Bank as assistant vice president.
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Meanwhile, Liz Miller, president of Summit Place Financial Advisors in Summit, N.J., called smart beta. The service builds different portfolios for clients with different goals, but sample portfolios included exposures of up to 48% to five.
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But not many actually have a comprehensive plan for treating their employees.