by Diana Bollenbaugh As many of you have been hearing or reading, the Department of Labor presented its new ruling in April 2016 regarding all types of retirement accounts. Since April, Cambridge Investment Research, Inc. (our Broker-Dealer) has been reviewing how this will effect Investment Advisor Representatives and their clients. In other words, the people
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By Heather Moir-Dangler There are many types of supplemental group benefits that one can get through their employer, such as: life insurance, long-term disability, accidental death, etc. As with anything in life, they have their pros and cons. Pros: Premiums tend to be less expensive than individual rates. This does depend on the size of
Attached is the City National Rochdale On the Radar article published August 1, 2016. On the Radar – 08/01/2016
By Heather Moir-Dangler Jake1 was reviewing his employer sponsored retirement plan, a.k.a 401(k) or SEP-IRA. Unfortunately, his plan did not include an employer match. Jake’s wife didn’t work and with three kids their budget was really tight. He reluctantly decided not to participate because he didn’t see the value of contributing without any sort of
By Diana Bollenbaugh “Argh!” Georgia tossed her pencil down in frustration. “What’s wrong,” her friend Lani asked. “I’m trying to get an idea of what I’ll need to have for retirement,” she replied. “Do you have any idea how many calculators and websites there are? I can’t do this! There’s too much information!” “I know
Attached is City National Rochdale’s On the Radar article published July 18, 2016. On the Radar – 07/18/2016
Sam and Sally1 just got engaged. He did the romantic proposal with the ring in the dessert and champagne for after. Sally excitedly accepted and spent the ride home with her hand out, staring at her ring. The next day Sally was still dreamy-eyed thinking about the wedding, while Sam was breaking out in hives
Attached is City National Rochdale’s On the Radar article published June 29, 2016. On the Radar – 06/29/2016
Attached is City National Rochdale’s Special Bulletin: Economic and Investment Implications of Brexit published June 27, 2016. Special Bulletin – 06/27/2016
by Heather L. Moir-Dangler, CLU®, ChFC®, CASL® As we all know it takes diligence and persistence to fund your retirement. Each stage of life is a little bit different for living for today and saving for tomorrow. This series will run from 20’s to retirement. You’ve just graduated and have started that first “big” paying