Our Business Is Your Tomorrow
Guest Contributor, Lauren Pearson of Hightower We are so happy to share a blog this month from Lauren Pearson of Hightower Somerset Advisory, a Birmingham-based investment advisory and wealth management firm. In this piece, she shares her thoughts on using cash as an important component of your wealth management strategy, [Read More]
Planning for the Biggest Wealth Transfer Opportunity in History! The current transfer tax planning environment avails high net worth clients of unprecedented wealth transfer opportunities. However, the outcome of the 2020 federal election could bring significant changes as early as next year it there is a sweeping political power change, [Read More]
Getting a refund typically means receiving a welcome windfall. Not so when it comes to 401(k) refunds, also known as corrective distributions. Corrective distributions are troublesome for both employers and employees. If it becomes necessary for an employer to issue a 401(k) refund, that means the 401(k) plan has failed [Read More]
