Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning
Fact: When you pass, you will leave behind an estate, and somebody will need to […]
Solo 401k- 3 reasons why every business owner should consider one!
For self-employed business owners, you’re responsible for saving f […]
Why Value Stocks Do Better with Rising Interest Rates & Inflation
Year to date returns for Value stocks have exceeded that from Growth stocks acro […]
What’s The Best Lockheed Martin Pension Benefit Option?
Our Lockheed Martin clients in the Syracuse and O […]
Market Commentary: Q1 2021
Stock Markets
Stocks continued to climb in […]
Lockheed Martin 401(k) Plan Fund Changes
Lockheed Martin announced a change to their current 401(k) plan lineup. Aside f […]
Lockheed Martin Resources
A good portion of our clients are employees of Lockheed Martin’s plant in Syracu […]
How to save additional tax advantaged money in the Lockheed Martin 401(k) plan
A common question we receive from clients: “How can I save more money in a tax a […]
Bonds Are Down on the Year and that is OK
Most of our clients hold bonds and most of those bonds have “lost value” in the […]