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Category Archives: Retirement Planning

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The Year in Review – Can Help You Stay on Course in 2017

The Year in Review – Can Help You Stay on Course in 2017
The Year 2016 is near and end.  For those who do not have a financial plan, it is sometimes hard for some individuals to not feel a sense of regret as time keeps marching by and there always seems to be so much to do, to keep up, to keep from falling behind, to accomplish…
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How to Invest Retirement Portfolio with Upcoming Presidential Election?

How to Invest Retirement Portfolio with Upcoming Presidential Election?
Investors are asking, how should I invest my retirement portfolio with the upcoming Presidential Election?  This is the time many investors can become seduced into the notion of “beating the market”, or reaping “windfall profits” from moves in certain sectors and/or stocks in the securities market.  Unfortunately, market pundits supported by academic research would have…
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Palm Beach Sheriff Office Employees Embarks on VEBA Plan to Manage Health Care Costs in Retirement

Palm Beach Sheriff Office Employees Embarks on VEBA Plan to Manage Health Care Costs in Retirement
The Police Benevolent Association (PBA), for employees of Palm Beach Sheriff Office (PBSO), has established a Voluntary Employee’s Beneficiary Association (VEBA) Plan for its deputies and employees, effective July, 1 2016.   VEBAs are IRS qualified, tax-free trust funds established to underwrite the future costs retired employee health insurance costs and almost any other future employee…
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