Blog 3 Columns - Masonry

Advisors work with their clients to achieve some of the most important goals in their lives by building the financial foundation for retirement. There are many aspects of this process...

15 Weekly Stats for Financial Advisors: Week of April 15, 2019

Daniel Satchkov

18 Apr 2019

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides...

6 Best Practices In Client Communication For Financial Advisors

Daniel Satchkov

18 Apr 2019

In our modern world, there are tons of ways to keep up with your clients and even prospects, and we’ve thought up a few ways below for you to keep in mind. Whether it’s their preferred means of communication or what you should be talking about with them, we hope you’ll find some of our strategies below useful...

3 Reasons Why Google’s Days May be Numbered: A Book Review of Life After Google by George Gilder

Daniel Satchkov

15 Apr 2019

George Gilder, as an investment expert, certainly had his ups and downs with an emphasis on downs. He is remembered by many for his wild eyed predictions of ‘making a...

Case Study: Working with Non-Audited Plans in 401kFiduciaryOptimizer

Gennady Prokofyev

11 Apr 2019

The Ask The 401kFiduciaryOptimizer is a great tool to analyze 401(k) plans, but it works mostly with audited plans with a Schedule H (Schedule of Assets) attached to their most...

DOL Rule Fiduciary 2.0: What’s happened and What’s coming?

Daniel Satchkov

11 Apr 2019

The fiduciary rule was initially supposed to be implemented on April 10, 2017 with a phasing-in period until January 1, 2018. Meanwhile, after the President Trump took office, he requested the rule to be reviewed. Then the implementation was pushed back to July 2019.

Funding a 401(k) Vs. IRA: Which is More Preferable?

Gennady Prokofyev

09 Apr 2019

Choosing the right strategy for retirement savings is a challenge. Jamie Hopkins, the Director of Retirement Research at Carson Wealth, provides a clear cut comparison of the two most popular...

A Qualified Default Investment Alternative (QDIA) is default investment option chosen by the company and given to plan participants who haven’t chosen their own portfolio.

Red Flag: Do 401k Plans Need a QDIA?

Daniel Satchkov

08 Apr 2019

What is QDIA? Why is QDIA important? What are the characteristics of a QDIA? Does a plan have to have a QDIA? What are the requirements of the plan sponsor?...

15 Weekly Stats for Financial Advisors: Week of April 8, 2019

Daniel Satchkov

08 Apr 2019

Maryland Fiduciary Bill Rejected by Lawmakers

Daniel Satchkov

08 Apr 2019

Another great incentive initiated by the state of Maryland is rejected by the lawmakers of the state. The bill that was introduced in February of 2019 by the group of state...

Case Study: Eliminate IRA Rollover Worries for Your Clients

Daniel Satchkov

04 Apr 2019

The Ask When your client asks “What do I do with the money in my 401 (k) plan when I change jobs?” we can create a hypothetical scenario where a prospect/client...

Blog 3 Columns – Masonry

How Advisors Can Connect With Different Types of Clients

15 Weekly Stats for Financial Advisors: Week of April 15, 2019

6 Best Practices In Client Communication For Financial Advisors

3 Reasons Why Google’s Days May be Numbered: A Book Review of Life After Google by George Gilder

Case Study: Working with Non-Audited Plans in 401kFiduciaryOptimizer

DOL Rule Fiduciary 2.0: What’s happened and What’s coming?

Funding a 401(k) Vs. IRA: Which is More Preferable?

Red Flag: Do 401k Plans Need a QDIA?

15 Weekly Stats for Financial Advisors: Week of April 8, 2019

Maryland Fiduciary Bill Rejected by Lawmakers

Case Study: Eliminate IRA Rollover Worries for Your Clients

Suggested New Client Questions for Financial Advisors