To improve service we have hired a dedicated client service rep, installed new client management software and upgraded our network.

Virginia Duplessis joins our team as Client Service Representative.  She's 100% dedicated to providing the best client service experience possible. 

If there is ANYTHING we can do to help you manage your finances just give us a call!

Here's our team and some of the things we can do for you...

The Bankruptcy Abuse Protection and Consumer Protection Act of 2005 and a 2005 Supreme Court ruling combine to offer substantially increased and simplified bankruptcy creditor protection for retirement accounts.

Before 2005, laws protecting IRAs differed by state.  Only "ERISA-qualified" plans such as pension, 401(k) and profit-sharing plans were protected from creditors".

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Two economic effects are likely in the fourth quarter of 2005:  cost inflation will increase and U.S. economic growth will decrease.

New Orleans is the world's busiest port.  The majority of U.S. grain exports, and steel and rubber imports are handled through Gulf ports.  Over 25% of U.S. oil demand is met by Gulf of Mexico supplies, and over 90% of it is shipped through Gulf ports.  Constraining supplies causes higher prices.  If price increases are sudden and extreme, the economy slows, sometimes into recession.

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Starting next year, employers will be allowed to offer employees the option to make contributions to their traditional 401(k) or to a new Roth 401(k), or both. 

Roth 401(k) contributions will not have an income limitation, unlike the existing Roth IRA, for which contributions are allowed only for taxpayers with gross income less than $160,000 (joint filers) or $110,000 (single filers).

Which 401(k) contribution is best for you?  It depends...