As we approach summer and travel plans are on the mind it is important to remember the importance of living well to thoroughly enjoy your travel experience. Greatist.com offers, 24 Simple Tips for a Fitter, Happier Vacation, from pre airport meal advice to tips on visiting local markets while you travel they have fun and
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Networking is becoming ever more important in business. Nowadays it’s all about who you know, not necessarily what you know. Often breaking the ice can be challenging especially for those with less outgoing personalities. Entrepreneur posted a great article titled, “Break the Ice: 8 Networking Tips for Introverts”. The eight tips they list are: 1.
The fear of many wealthy individuals is the continuation and legacy of their wealth and the ability to transfer the wealth from generation to generation. In a recent article from Forbes titled, How To Destroy Your Wealth In 7 Easy Steps, seven common mistakes wealthy individuals make that become detrimental to the longevity of their wealth
Passing your family business from generation to generation can be a difficult task, however a rewarding one. Your business can be a pivotal part of your legacy and offer your children a means to make a living as well as maintain close family ties. Forbes offers six steps to aid in making your family business
In a study done by Merrill Lynch’s Private Banking and Investment Group it was found that a great deal of generational wealth does not surpass three generations. Please see the below excerpt: Seven out of 10 (69 percent) high net worth Americans want their wealth to last at least through their children’s lifetimes, 43 percent through
Legacy planning is more than the transfer of wealth, it is the transfer of wealth with a vision and purpose and the ability to maintain the wealth for generations to come. Successful legacy planning stems from success within the family unit. Below is an except from, Charles W. Collier’s, Wealth in Families: Successful families share
Here’s a great article from BenefitsPro.com. If employees who leave a job were better counseled about what to do with their 401(k) plans before they go, fewer of them would cash out of their plans. It’s a fairly intuitive notion but Boston Research Group found the hard evidence to say as much by following an
With the increasing number of people owning smartphones and tablets these days, many plan sponsors are considering using mobile technology to reach plan participants. Here’s an article from Limra.com that discusses this trend. Two-thirds of defined contribution (DC) plan providers have launched mobile initiatives focused on plan participants, with more companies planning them, according to
Recently, I read an interesting white paper from Indiana University regarding mutual funds. Employer-sponsored 401(k) accounts have gained significant importance around the world. In the United States, the value of 401(k) assets reached $3.5 trillion at the end of the third quarter of 2012. Their growth represents important business opportunities for mutual funds as they
Here’s a great read for those of you in need of updating your plan document, courtesy of 401kfiduciarynews.com. One of the benefits to establishing a qualified retirement plan is that they are subject to favorable tax treatment. Did you know that failing to timely amend your plan document for changes in Federal tax laws can