Resources

“An educated customer is our best customer”
                                            Sy Syms

Retirement, 401(k) options, investing, taxes, college funding, insurance, estate planning—it's all here.  Everyone has to do his or her own homework. We have assembled our favorite resources to share with you.  Because there is so much to know, we have organized it for individuals and for plan sponsors.  If you have a recommendation for an article, tool or link to be added, please contact us.  We work hard to keep our clients informed. 

Here is what you will find in each area. 

Plan Sponsors

There is a lot to keep up with.  We work hard to identify and share the most accurate, timely and objective sources of information with you. We do this work for our clients so we decided to make it available to prospective clients and other professionals such as lawyers, CPAs, human resources professionals and benefit consultants. 

Learn

Important and useful financial planning information that we think you will want to understand.  Please let us know if you have a question that wasn't answered here, and we will do our best to answer your question and add material to address it.

Prepare

Here are forms, tools and check lists to help you make good use of your time when you embark on the process of evaluating your retirement plan and proposals from providers.  The sources are primarily from the government, the IRS and the Department of Labor. You can also find the Journey Request for information Form here. 

Explore

Useful links to thought leaders and objective sources of information for all stages of the process and for ongoing compliance updates. 

For Individuals

We are here to help you along on your financial planning odyssey.  Financial planning is not easy, but it is worth it. Please let us know if you were looking for an answer that our site doesn't address, we will do our best to answer your questions and listen to your suggestions on how to make our website more useful.

Learn

Important and useful information that we think you will want to understand, especially on the big picture of investing. 

Prepare

Here are budgeting and financial planning forms, tools and check lists to help you get your arms around your current situation. 

Explore

Useful links to thought leaders and objective sources of information and more details on our business and investing philosophy.