You can increase your financial knowledge through our cable show. Check your cable affiliate, You can watch us
on your local public access channel or view our show live through the internet.
As a client you can also sign up to receive our e-letter that provide analysis and commentary on the financial
matters that are affecting your financial plan.
Client Knowledge
Even if you are working with a financial advisor who is managing your money or assisting you with your finances,
you should at least know enough to protect yourself.
› For 2010, the amount you can contribute to your 401k plan is $16,500 - If you are 50+, it increases to $22,000
›For the self employed, you can contribute up to $49,000 in an
SEP
or $11,500 in a SIMPLE Plan
For IRAs and Roths, you can contribute up to $5,000, if your'e 50+ it increases to $6,000