An iconic venue familiar to many Atlantans appears to be moving. Smiths Olde Bar, known for hosting great bands, has been ordered to vacate their premises due to the building being placed on the market to sell. This highlights a conversation that many small...
Type of Plan 2015 2014 2013 401k Plan Limits for Year 2015 2014 2013 401k Elective Deferrals $18,000 $17,500 $17,500 Annual Defined Contribution Limit $53,000 $52,000 $51,000 Annual Compensation Limit $265,000 $260,000 $255,000 Catch-Up Contribution Limit...
In my role as a Consultant with DDS Financial I have been conducting Life Insurance Audits, now a routine part of the firms practice. There have been a number of mistakes that the Audit process has brought to light and that we have since corrected. There are 3 most...
In a matter of moments the entire 250 acres of crops had been devastated! Last month, hail and torrential rain ruined the year’s crops for a dear friend of mine. If you know anything about farming you know that all year you plan, you sweat and talk about...
Spending my career in the financial services business has afforded many great opportunities, frankly I believe it is one of the greatest careers one could choose. However, over the years I have seen it done well and sometimes not so well! Being allowed to write for...
Most people are looking for a Lazy Boy when they think of retirement; that comes later! While planning for retirement I like taking the three legged stool approach. There is a time and place for getting into the complexities but first consider simplicity....
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No this isn’t the change that we continually hear discussed during elections….. This is the kind that is real, that really happens and makes a difference. The types of change that I look for are so BIG that it usually makes people stop and take notice, change...
How much do I need to save to_____________? One of the most common questions that an advisor receives. So you can fill in the blank with ideas like Retire, purchase our first home etc. etc. It is great to know what the math is behind your goals, but as astute advisors...
This post was recently submitted to Regus Blog when they asked me to Guest post on their site back on April 24, 2013. Regus office space provides flexible office environments for small or satellite businesses. Having been a user myself of their facilities; I...