
A Guide to Getting Started with Estate Planning
It’s never too early to start estate planning. Having a plan in place at an early age is always preferable to finding you don’t have

It’s never too early to start estate planning. Having a plan in place at an early age is always preferable to finding you don’t have

What do you look forward to the most when you retire? Is it perfecting your golf game, or having the time to take the grandkids

When it comes to simplifying your personal finances consider consolidating your accounts. Consolidating your Financial Retirement Accounts Over the course of a career it is

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

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.

Key Take Aways For yield-starved investors, preferred shares have been beneficial. The problem is many have chased yield and many preferred shares are overvalued. A

Key Findings from Physician Retirement Preparedness Survey According to a recent report prepared by the American Medical Association Insurance Agency, nearly half of the physicians

The Civil Service Retirement System (CSRS) Voluntary Contributions Program (VCP) is a little-known but powerful retirement planning tool for federal government employees. This program allows

PRLog (Press Release) – Nov. 13, 2012 – Plotkin Financial Advisors, LLC is proud to announce that Shim Plotkin, President of Plotkin Financial Advisors, has
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