Arizona Tax Credits

Just a friendly reminder to our Arizona based clients that tax credits are available for donations to various organizations, some of which must be made by year end. A tax credit is a dollar for dollar reduction in the amount …

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Issues with Target Date Funds

401K Specialist Magazine has an interesting article about target date fund lawsuits. It’s worth a read if you manage a plan. While target date funds are great choices for most 401(k) plan participants, we’ve never been completely comfortable with them. …

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Inflation and Social Security

Morningstar has a great piece on the issue of inflation during retirement. Typically, pensions and annuities do not offer inflation protection. So, over time your income declines in real terms. Even at low rates of inflation, the buying power of …

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Getting Full Benefit from your Honeywell Pension Plan

The Honeywell pension plan is one of many benefits available to Honeywell employees such as the 401k, insurance, stock options, deferred compensation plan, and other options. One important, yet little known, benefit available for many Honeywell retirees is the income …

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Are There Any Attractive Alternatives To Stocks and Bonds?

Stock markets have given investors a serious roller coaster ride for the last 18 months with little to show for it. The large company weighted SP 500 is roughly where it was in January 2018. Unfortunately, the average stock has …

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