OnPointe Risk Analyzer-Make Better, Smarter, Safer Choices and Financial Decision With Your Investments

OnPointe Risk Analyzer-Make Better, Smarter, Safer Choices and Financial Decision With Your Investments

I’ve incorporated a new tool that I would like you to try called OnPointe Risk Analyzer.  The essence of the program is to evaluate your overall level of acceptable investment risk.  Below is a link to take the assessment (It will take less than 5 minutes to...
The Cash-Balance Retirement Plan, A Tax Buster and A Retirement Booster

The Cash-Balance Retirement Plan, A Tax Buster and A Retirement Booster

The Cash Balance Plan is a retirement plan designed to primarily benefit older and/or highly compensated business owners and highly valued employees.  Unlike a traditional 401k or IRA plans that limit one’s tax-deferred contributions to relatively small amounts,...