Waterfront Financial Group

/Waterfront Financial Group

About Waterfront Financial Group

Our Mission: We help people in transition get financially organized for the future. Providing an accountable, customized strategy is what drives us.

Customizing Plan Design

NO “ONE-SIZE-FITS-ALL” PLAN Retirement plans come in all shapes and sizes: DC Plans, DB Plans, Non-Qual, 401(k), 403(b), 401(a), 457, SEP IRA, Simple IRA, Roth IRA, Cash Balance, HSA… and any other number letter combinations that you can think of. The simple truth is that there is no one-size-fits-all version of a retirement plan; and [...]

Customizing Plan Design 2018-01-04T10:56:42+00:00

The Gucci 401(k) Plan Lawsuit

I read an article today about Gucci and a lawsuit they are facing about excessive fees in their 401(k) plan. The plaintiffs in this case are the employees. The employees allege they are being over-charged and it appears they are. Like many employers, they selected a 401(k) plan record keeper that offers a turn-key platform [...]

The Gucci 401(k) Plan Lawsuit 2017-10-02T16:12:48+00:00

Your Mid-Year 401(k) Plan Check-Up and Tune-Up

As we round the corner to 2018, I can’t help but wonder, where did the year go? It feels like January and New Year’s resolutions were just yesterday.  Alas, those days have come and gone, and the “next” New Year is only a few months ahead.  This means now is the time to focus on [...]

Your Mid-Year 401(k) Plan Check-Up and Tune-Up 2018-01-04T10:56:42+00:00

Publish Your History

Are there anecdotes about a family member you want to save for posterity? Has your genealogical research uncovered amazing family stories? Would you like to share the adventures of your life with future generations? If so, you’re in luck. It has never been easier to pass information from generation to generation.   Write it up [...]

Publish Your History 2018-01-04T10:56:50+00:00

Will You Pay The AMT?

The above material was prepared by Peak Advisor Alliance. No strategy can assure success or protect against loss. Investing in the market is subject to possible loss of principal. Please seek the advice of your Financial Advisor regarding your personal situation. The information set forth herein has been derived from sources believed to [...]

Will You Pay The AMT? 2018-01-04T10:56:50+00:00

Get Paid for Going Green

Americans are expected to spend an annualized $53.8 billion on home improvements in the third quarter of 2014—which represents a 9.9% increase over the third quarter of 2013.¹ Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives. Here’s how:² The Energy Property Tax Credit Tax credits for Energy-Star-rated [...]

Get Paid for Going Green 2018-01-04T10:56:50+00:00

Social Security: By the Numbers

  The above material was prepared by Peak Advisor Alliance. No strategy can assure success or protect against loss. Investing in the market is subject to possible loss of principal. Please seek the advice of your Financial Advisor regarding your personal situation. The information set forth herein has been derived from sources believed [...]

Social Security: By the Numbers 2018-01-04T10:56:50+00:00

Social Security Planning: Is It Necessary?

Social Security is one of the most popular programs the federal government has ever put into place. In total, about 57 million Americans received retirement, disability, or survivors’ benefits during 2012 at a cost of about $786 billion. Social Security retirement benefits were received by nine of 10 people age 65 or older during 2012 [...]

Social Security Planning: Is It Necessary? 2018-01-04T10:56:50+00:00

A Bucket Plan to Go with Your Bucket List

The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and more lately what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is no easy answer to this challenge, but let’s begin by discussing one idea—a bucket approach [...]

A Bucket Plan to Go with Your Bucket List 2018-01-04T10:56:50+00:00