2017's IRA “Sell by” Date Fast Approaching

Jeff Weeks

April 13, 2018

It’s Monday morning and you have just mustered the energy to crawl out of bed to start your work week. You shuffle to the kitchen and open the pantry to grab a box of cereal, then you reach into the refrigerator for the milk. You fill your bowl with the flakes and milk and take a bite…YUCCHH!

Now fully awake you glance at the milk container to see that it expired sometime last week. We’ve all been there, right? Even if you don’t drink milk, you’ve probably done something similar with moldy bread, old lunch meat, or some other product. But are you doing this with your retirement?

Jeff Weeks

April 6, 2018

Accountable Update

Q1 2018 Market Review

Jeff Weeks

April 6, 2018

Accountable Update

Remember that thing called gravity? After last year‘s steady climb, it is understandable that some of us may have taken some laws of physics for granted. But in Q1, many markets peaked, at least temporarily. Since then, Isaac Newton’s famous observation that, “What goes up must come down,” has seemed to rule the day.

Jeff Weeks

March 30, 2018

Accountable Update

What Not to Ask When Shopping For a 401(k)

Jeff Weeks

March 30, 2018

Accountable Update

In the previous two articles in this series on retirement, I talked about How to Turn Your 401(k) Into a "Super Roth IRA" and Get the Max Out of Your 401(k). In this third part, I take a look at retirement from a different perspective, that of an employer.

How much is this going to cost me?

Asking how much something costs is a normal question any buyer will ask when considering the purchase of a product or service. One notable exception were Mercedes-Benz shoppers back in the 80’s whose salesmen would respond, “If you must ask, you can’t afford it.”

But what if I told you that this perfectly reasonable question can get a seemingly responsible business owner into an overly expensive deal that can be difficult to break free from. Even worse, it can expose the owner to legal liability if their employees can show that a buying decision was based on the answer?