Education

What is a 401(k)?

A 401(k) plan is a retirement savings plan that is sponsored by an employer. It has grown quite popular in the United States, with over 100 million participants (Source: U.S. Department of Labor). A 401(k) plan offers significant tax benefits while helping you plan for the future. You contribute to the plan via payroll deduction,…

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What’s the Difference Between Term Insurance and Whole Life Insurance?

Life insurance is an agreement between you (the policy owner) and an insurer. Under the terms of a life insurance policy, the insurer promises to pay a certain sum to a person you choose (your beneficiary) upon your death, in exchange for your premium payments. Proper life insurance coverage should provide you with peace of…

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Government Shutdown Perspectives

The media makes a lot out of government shut downs. In this video, we look at past government shutdowns to better understand potential market implications.

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Are You Smarter than a 6th Grader?

I recently had the opportunity to teach one class of my daughter’s 6th grade math class. Wesleyan School was kind enough to invite parents who wanted to bring “real world” math usage and share it with 6th graders. I chose the concept of the “Rule of 72.” What is the Rule of 72? Albert Einstein…

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The HEART Act: Heroes Earnings Assistance and Relief Tax Act

Following the tragedy of September 11, 2001, our U.S. military has been continuously engaged in the war on terror to defend the freedom of its citizens. And since that time, thousands of our brave heroes have paid the ultimate sacrifice to defend our freedom and way of life. As a result, the U.S. government, has…

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