Entries by Admin

Consolidating your Financial Accounts

When it comes to simplifying your personal finances consider consolidating your accounts. Consolidating your Financial Accounts Over the course of a career it is very possible for individuals to accumulate multiple checking, savings, brokerage, and retirement accounts. The likelihood for this increases as we get married, move, change jobs, etc., but it can unnecessarily impede […]

Real Estate & Your Portfolio

One recognizable allocation in the portfolios of endowments and experienced investors is that they have a percentage of their assets in real estate. Real estate investment may offer several key benefits to your portfolio, and these include:  Income – dividends, distributions, rent, etc.  Appreciation – increase in valuation Inflation Protection – assets like real estate […]

7 Criteria to Evaluate Your Current 401(k) or 403(b) Plan

As more lawsuits are filed against Plan Sponsors and Plan Fiduciaries, many companies and nonprofits are taking steps to evaluate their current defined contribution plans.   Here are seven criteria we suggest should be used to evaluate your current plan. 1. Fund Suite How many investment options do you have? Does your plan allow for […]

Attention Income Investors: Preferred Shares May Be Overvalued!

For yield-starved investors, preferred shares have been beneficial. The problem is many have chased yield and many preferred shares are overvalued. A careful look reveals there are many preferred shares trading in excess of their call price Lastly, many preferred share ETFs are skewed towards REITs and Financials – understand your sector exposures It’s been […]

Nearly Half of Physicians Behind in Preparing for Retirement

According to a recent report prepared by the American Medical Association Insurance Agency, nearly half of the physicians who responded to a recent survey consider themselves behind in preparing for the financial future of themselves and their families. The survey results indicated gaps in personal financial knowledge and lack of confidence in financial decisions related […]

Little Known CSRS Government Employee Benefit

For federal government employees under CSRS or CSRS Offset, the Voluntary Contributions Program (VCP) allows you to set aside extra money for retirement.  Contributions to the program are after-tax money and you can contribute up to 10% of all of the base pay you’ve earned over your entire CSRS career.  You must be still working […]

Shim Plotkin, President of Plotkin Financial Advisors, Elected to the REISA Board of Directors

PRLog (Press Release) – Nov. 13, 2012 – Plotkin Financial Advisors, LLC is proud to announce that Shim Plotkin, President of Plotkin Financial Advisors, has been elected to the Real Estate Investment Securities Association (REISA) Board of Directors. On his election to the board, Shim said “A strong and resourceful REISA will undoubtedly help all […]