The crypto currency craze has seen thousands of hardworking Americans saving for retirement suffer massive losses in their investment savings. Why? Because within the past year, inexperienced and unknowledgeable investment advisors have recommended shares of publicly traded crypto currency focused companies to them as a safer way to profit from the rising valuations of crypto […]
Read PostTim O'Connor's Blog
Alternative Investments – Clearly not an Option for the Average Retiree
Recent initiatives pursued by the Trump Administration have promoted and encouraged individual investors to consider purchasing alternative investments in their investment and retirement accounts. Good idea? Not really. Alternative investments are private companies that are not subject to the quarterly and annual reporting requirements of publicly traded companies who must abide by strict disclosure of […]
Read PostEmployer Non-Funded and Underfunded 401K Pension Contributions – A Disaster in the Making
Private employers who sponsor 401K plans for their businesses and employees as profit sharing plans are required to make annual monetary contributions to employees who meet the qualifications of employee participation vesting schedules and number of hours worked annually (over 1,000 per year). Unfortunately, there have been horror stories of business owner employers generously funding […]
Read PostPower of Attorney Pitfalls – Be Careful who you Choose and Read Thoroughly Before Signing
Recent legislative changes in New York State associated with Power of Attorney forms, laws and procedures have brought renewed focus to the problems associated with Power of Attorney forms. Over the past several decades, the New York State Legislature has struggled with a number of efforts and changes in the applicable laws with confusing results […]
Read PostIndexed Universal Life Insurance (IUL) Fraud
The last decade has seen many thousands of Americans approaching or in retirement lose a considerable portion of their net worth and available cash flow due to improperly sold Indexed Universal Life insurance policies. Sales materials associated with Indexed Universal Life policy presentations have been found to include misrepresentations of performance and anticipated returns, while […]
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Recent
Blog Posts
- The Crypto Crash Gets Mom and Pop Retirement Investments
- Alternative Investments – Clearly not an Option for the Average Retiree
- Employer Non-Funded and Underfunded 401K Pension Contributions – A Disaster in the Making
- Power of Attorney Pitfalls – Be Careful who you Choose and Read Thoroughly Before Signing
- Indexed Universal Life Insurance (IUL) Fraud