Blog Posts

How to Choose the Right Financial Advisor for You?

A financial advisor offers advice and expertise to clients based on their financial situation. It’s an important relationship because financial…

4 years ago

Are Profit Sharing Contributions Right for Your 401(k) Plan?

Profit sharing contributions are the most flexible type of employer contribution a company can make to their 401(k) plan.  These…

4 years ago

DOL Rules that 401(k) Notices Can Be Sent Electronically

On May 21, 2020, The U.S. Department of Labor (DOL) announced final rules allowing required 401(k) plan disclosures to be…

4 years ago

What’s a Target Date Fund

What’s a Target Date Fund?  Determining your retirement timeline helps direct the level of risk for your investment. Target date…

4 years ago

What is a Plan Sponsor

What is a Plan Sponsor Retirement Plan Consultants assist a variety of people with retirement planning, including financial advisors, plan…

4 years ago

Rickie Taylor – Eastern RD is Awarded The See It, Be It Role Model Award by Investment News

Rickie has been awarded the See It, Be It Role Model Award by Investment News! He is being honored for…

4 years ago

How to Get Started with Dimensional Investing

Investors like dimensional funds because they provide consistent income during your retirement. Dimensional’s investment strategies have delivered impressive investment performance.…

4 years ago

Benefits of Dimensional Funds/Vanguard

Everyone has different retirement goals, and there are a variety of ways to reach them. In this post, we’ll review…

4 years ago

Retirement Income Calculator

Retirement Income Calculator Curious to see your monthly retirement amount? Annual savings, expected rate of return and current age impact…

4 years ago

Performance of Dimensional Funds

Dimensional Funds are unique for many reasons, but performance is an important one. Dimensional Fund Advisors is currently the eighth-largest…

4 years ago