by Tom Fleishel | Feb 12, 2020 | Uncategorized
If you think about your family as a business, your financial planner essentially takes on the role of a financial coach. This isn’t a role you should fill with just anyone. You must get to know several candidates so you can be sure you pick the right person for the...
by Tom Fleishel | Feb 12, 2020 | Uncategorized
Saving for retirement isn’t easy. Luckily, it is possible to bounce back from mistakes and get yourself on the right track. Here are some of the most common mistakes that people make along the way and some strategies to correct them. 1. Failing to plan.The main...
by Tom Fleishel | Feb 12, 2020 | Uncategorized
If you’re a small business owner, you know how important it is to make the right financial decisions. Money flowing in and out is what keeps your business growing. The best way to make sure you continue to survive and thrive is to be prepared when it comes to your...
by Tom Fleishel | Jan 14, 2020 | Uncategorized
If you’re a small business owner looking to expand and bring in new talent, you’re probably thinking about what benefits you can offer to attract the best and brightest. A retirement plan is one of the most essential things you can offer. While most people are...
by Tom Fleishel | Jan 10, 2020 | Uncategorized
With the drastic reduction in defined benefit plans offered by most public companies and the more popular defined contribution plans like 401(k)s, investment choices and the corresponding investment risk are now the responsibility of the plan participant. ...
by Tom Fleishel | Jan 10, 2020 | Uncategorized
Having children changes everything, especially your finances. When it comes to long-term planning, a lot of parents have a hard time figuring out whether they should save for their own retirement or build a college fund for their children. The truth of the matter...
