Socially Responsible Investing in Miami, Charleston, Charlotte and Atlanta: Handle with Care

Weigh Personal Fundamentals Against Socially Conscious Aims

It seems as though everywhere you look, things are turning green.
Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and exemption levels from year to year.
Safe Harbor 401(k) Plans May Help Owners and Employees Save More

With standard 401(k) plans, the amount that a company’s owners or highly compensated employees can contribute is often restricted by how much other employees contribute to the plan, making such plans a less effective savings vehicle f
A disabling illness or injury can occur without notice, and statistics show that nearly one in five people will be sidelined for at least a year during their careers.1 States often require employers to provide short-term disability coverage, but many don’t extend coverage beyond a few weeks or month
The economy may be improving, but high unemployment and low inflation indicate that the Federal Reserve may keep interest rates low at least until 2012.1

It’s generally a good idea to keep three to six months of income in an emergency fund to help cover unexpected expenses or a sudden loss of incom
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