Do you know what to do with your retirement plan if you leave your current employer? What are your options? Where does it go? Mathew Barber of Westminster Wealth Management provides the answers to these questions and much more.

Credit Score

Oct 12th, 2018 18m 35s

In this Consultants Corner discuss credit scores. To many a credit score is an arbitrary number that is confusing to understand. How is this number generated? What does my score mean? How does this impact my borrowing potential? We help you und

Eric Paley

Sep 18th, 2018 16m 43s

Eric Paley of Nixon Peabody join Westminster on the 15 Minute Benefits Call to discuss recommendations for changes in both the plan document and summary plan description to protect plan sponsors.

Estate Planning

Aug 3rd, 2018 18m 26s

In this Consultant's Corner we tackle the tricky subject of Estate Planning. This may not be a subject that you would like to discuss but it is something that is better to be prepared for than caught off guard. Mathew Barber discusses some thin

Quarterly Market Update - Q2 2018

Jul 26th, 2018 12m 32s

Our Senior Research Analyst, Gabriel Potter, gives a Q2 market update and recaps the previous three months.

Employer vs Individual Retirement Plan

Jun 5th, 2018 15m 28s

In this Consultant's Corner we break down the difference between and employer and individual retirement plans. How you can be an informed participant, plan limits, and the pros, cons, and differentiators between the two.

Budgeting

Feb 21st, 2018 20m 30s

In this consultants corner we tackle budgeting. Budgeting is a major problem for many individuals. It can seem like a daunting task. But if you are willing to make a few minor steps it can make all the difference.

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