by dkelley | Apr 16, 2020 | blog
CARES Act for Retirement Plan Sponsors In these unprecedented times the Federal Government has passed into law the Coronavirus, Aid, Relief and Economic Security (CARES) Act. Below is a summary of the impact on a company that provides retirement benefits to their...
by dkelley | Mar 6, 2020 | blog
5 Areas of Your Financial Life to Get Organized Before Retirement The dream of retirement can be made a reality with a lot of careful planning and decision-making well before you actually plan to retire. If you are seriously starting to think about your retirement...
by dkelley | Jan 8, 2020 | blog
Global Asset Allocation Views – Q1 2020 The S&P 500 closed 2019 at a record high and trending in the opposite direction from 2018’s December low. Below I provide the returns of the S&P 500 over the past three years and the largest intra-year declines for...
by dkelley | Nov 26, 2019 | blog
401k Plans 8, 18, 107, 56, 51 “From 8 lawsuits filed against employers in 2006, the numbers surged to 18 in 2007 and 107 in 2008, before declining for the next five years, according to the Boston College report authored by George Mellman and Geoffrey Sanzenbacher…...
by dkelley | Jul 23, 2019 | blog
Are we in it for the long haul? Since 1960, the average American life expectancy rose from 69 years of age to 79 years of age, as modern medicine has made treatment more effective, complimented with more time being spent on preventative care, and thus boosting the...
