Posts by Ben Rickey
Mistakes When Making Your Deferred Compensation Elections
You know the drill—every year the same difficult, complicated decisions about your Deferred Compensation must be made. How will you receive it? Over how many years? Averaged out or all at once? And once you make this decision, you are stuck with it. What we see most often is the decision being delayed until the…
Read More3 Ways to Help Your Kids Buy a House
I feel like we have the best clients in the country. They are always looking for ways to help out their family. Many spent years saving for their kids’ college, helped plan and pay for a wedding and want to give them that last push into the adult financial world by helping them with a…
Read MoreMom – the original Fiduciary
We hope that all of the Mothers in your life had a relaxing Mother’s day full of love and gratitude. When you work inside a family business, Mother’s day has a special significance. Our mom not only helped raise us to be the people we are today, but helped shape the values that we use…
Read MoreDon’t Destroy Your Rollover
When a person has company stock inside of their retirement plan that has significant appreciation, they need to understand the effect of Net Unrealized Appreciation. Simply put, Net Unrealized Appreciation, or NUA, is the difference between the basis, or what you paid for it, and the market value of those shares held in a tax…
Read MoreVIDEO: Outlook 2014: The Investor’s Almanac – LPL Financial Research
2015 Financial Resolutions
This time of year, a lot of us start making New Year’s resolutions. We want to get in shape, quit smoking, spend more time with our families, etc. As 2015 quickly approaches, it’s important to consider making resolutions that will keep you financially fit as well. Here are a few resolutions to help you kick…
Read MoreBe Financially Fit for Life
The world is exploding with products and services targeted to keep us physically fit— from phones that count our steps and track calories to armbands that monitor REM sleep. There are diets with no carbs, diets with juice and diets on a beach. It’s the same with your financial fitness. There are blogs, articles, tweets…
Read MoreWho Buys When the Fed Does Not?
Four Steps to Stay Safe Online
Do you want to pay your bills online? View your investment accounts? If you’re going to start accessing your accounts online there are a few steps that you should take that will help keep your information safe.
Read MoreThe Roles of a Financial Planner
Why on earth would you want to hire a financial planner? Even the name sounds boring. There are plenty of places on the internet or TV to get investment advice or planning ideas, right? I think there is a misconception on the role of a planner. This could be a hangover from the .Com brokers…
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