Planning for Their Future
How to have the ‘what if?’ conversation with your aging parents.
Financial Planning
Who’s responsible for those 401(k) fiduciary duties?
Jerry Seinfeld memorably turned the idea of being responsible on its head during the “The Blood” episode of his ‘90s TV show. Small business owners take on responsibility like they breathe. Sales, inventory, benefits, collections, IT, HR, payables, banking, etc. The challenge and unlimited potential of being in charge is what drives the entrepreneur. While
Who’s responsible for those 401(k) fiduciary duties? Read More »
Retiring? It’s the Third Act, Not the Curtain Call
Retirement can be your best act yet. Just make sure you’re prepared to deliver your lines.
Retiring? It’s the Third Act, Not the Curtain Call Read More »
Wealth management guide for every age
So let’s save it! Not sure where your financials stack up? It’s an important topic at any age, which is why we recruited three Columbia financial professionals to tell you exactly what red flags you should be looking for. 20s • Pay yourself first. Defer at least what your company’s retirement plan is matching; it’s