“Actuaries are now projecting people entering the workforce could live 125 years…some demographers say the baby who will live to 200 years old is already born”. With increased longevity the need for planning – early and often – is vital. Read more →
Category: FPAI Operations
Quick Note Regarding RMDs
RMDs waived for traditional IRA owners. Read more →
Important News For Our Investment Clients!
Investment management fees have been reduced! Our strategy has always been to offer better than average value to our clients. Effective January 1st of this year we reduced our fee for clients with aggregate account values of $1.5 million or more under our care. Beginning July 1st we will reduce our fee for all clients with $500,000 or more under… Read more →
What now?
First, please know that even though I have posted more frequently of late it is not my plan to write every day. I’m sure your inbox has plenty to require your attention. But, I do want to answer some questions here. Question: Should we be “all in” now, as some have suggested? Answer: Only if you desire to speculate. Investors,… Read more →
Important News For Our Investment Clients
Investment management fees have been reduced! Effective January 1st of this year we reduced our fee for clients with aggregate account values of $1.5 million or more under our care. Beginning July 1st we anticipate fee reductions for clients with $500,000 or more under our care. We are able to do this by continuing to adopt and use new technologies… Read more →