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September 401(k) Newsletter

Posted on September 24, 2014 in

Are you within a few years of retirement? It’s time right now to get your financial house in order, and here’s what to include on your pre-retirement financial checklist.

In this month’s newsletter, Nolen Bailey, Director of Retirement Plan Services, outlines a retirement checklist and discusses options for 401(k) rollovers.

DOWNLOAD SEPTEMBER’S 401(k) NEWSLETTER

On June 14, 2014, Chas P. Smith, president and chief investment officer of CPS Investment Advisors in Lakeland, was a guest speaker at the Mathews Benefit Group Employee Benefit Plan conference. His topic was wealth accumulation through 401k/profit sharing plan contributions.

Investors who attempt to time the market run the risk of missing periods of positive returns.

The image illustrates the value of a $100,000 investment in the stock market from Jan. 2007 to Oct. 2013, which included the global financial crisis and the recovery that followed. The value of the investment dropped to $54,381 by Feb. 2009 (the trough date). If an investor remained invested in the stock market, the ending value would be $143,550. (more…)

Health Care Reform

Posted on July 5, 2014 in

The Affordable Care Act (ACA) has generated a great deal of confusion and concern. Although no tax considerations for individuals are involved, taxpayers who don’t have health care coverage may be subject to a penalty. Even if you already have coverage, you may want to consider alternatives available in the newly created Health Insurance Marketplace. We can help you assess what reform means to you and offer the advice you need to make the best choices.

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