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CEO Updates, Planning for Prosperity,

It was so good to see so many of you at our fifth annual Planning for Prosperity in Orlando last month.  The connections and networking were better than ever, and according to our exit surveys over 80% will be coming back next year.  It’s all done for you, the best IRA investors ever – and […]

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Trump Signs Retirement Executive Order 

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  Last week President Trump signed an executive order to expand access to employer sponsored retirement plans such as 401Ks. How big a deal is this? The purpose is to get more employers to offer sponsored plans to their employees – especially companies with smaller number of employees.  Forty Seven percent of all employees that […]

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