by Todd Burkhalter | Aug 25, 2015 | Education, Financial Planning
Have you ever wondered how some people accomplish so much? Even, how some people make life look easy? Individuals or even couples that succeed in life do not just leave it to chance. Most often they have a mission in mind and the steps to achieve the mission...
by Todd Burkhalter | Aug 11, 2015 | Education, Financial Planning
Is there a difference between meeting with a bank and a banker? You’d better believe it; there is a huge difference! A bank is an institution, brick and mortar; even a staid set of rules and provisions that bank employees apply to the general public. Quite different...
by Todd Burkhalter | Mar 10, 2015 | Education, Leadership
Over the past year I have been exposed to new business ideas that have enhanced my ability to serve clients and has impacted how I go about life. Possibly my favorite new concept was learned from Jay Geier, Founder of The Scheduling Institute. Jay’s phrase...
by Todd Burkhalter | Feb 3, 2015 | Education, Financial Planning
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...
by Todd Burkhalter | Feb 14, 2014 | Education, Financial Planning
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...
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