4Thought Financial Group Resources | Financial News (5)

Financial News ,Retirement ,Financial News

If Your Retirement Plan Is Out Of Date Or In Non‑Compliance, You Are At Risk.

Recent and anticipated changes to the U.S. Department of Labor’s Fiduciary Rule and potential new SEC rules may mandate new compliance requirements for retirement plan services sponsors and providers. If your retirement plan is out of date or in non-compliance, then you are at risk.

[fa icon="calendar'] Jul 16, 2018 11:05:00 AM / by 4Thought Financial

Saving enough money to live comfortably during retirement is a chief concern among countless Americans. For so many, retirement plan services provided by plan sponsor employers, unions, or other professional bodies maintain this critical financial lifeline, often via a 401(k).

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Financial News ,Financial Planning ,Wealth Management ,Financial News

Why CPAs Should Partner with a Retainer Fee-Based Financial Planning & Wealth Management Firm—Now

Partnering with a retainer fee-based financial planning and wealth management firm holds many significant benefits for CPAs interested in providing personal financial planning services to clients, among these: reducing or eliminating conflicts of interest, facilitating better adherence to regulatory compliance, and improving alignment of incentives with clients’ financial objectives. It may provide access to fresh, innovative ideas, cutting-edge solutions, and deliver additional value for clients, while your team can focus on its core business.

[fa icon="calendar'] Jun 6, 2018 5:09:24 PM / by 4Thought Financial

With tax season squarely in the rearview but for any lingering questions still circulating among clients regarding the recent federal tax overhaul’s exact ramifications on returns next year, now is the perfect time for CPAs to take stock of such concerns and inquiries, and assess their own individual places within the greater trajectory of the financial industry, overall.

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Any opinions presented here are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

*4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The GIPS firm definition excludes any third party asset management programs over which 4Thought maintains oversight advisory agreements on behalf of its clients, any arrangements under which 4Thought provides recommendations for client self-implementation, and any assets under advisory but not under direct management (in which 4Thought provides allocation changes or trading signals to third party firms but does not take discretion over the trading of client accounts). GIPS-compliant performance information for 4Thought's strategies may be obtained by email at info@4tfg.com; on the 4Thought website at www.4tfg.com/performance-requests; or by phone at (516) 300-1617.

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Form CRS, Firm Brochure (ADV Part2), Privacy Policy Notice, and Wrap Fee Program Brochure Disclosure BrokerCheck

Investment Advisory Services are offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.

Registration does not imply a certain level of skill or training. The content presented here is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered (or notice filed) or where an exemption or exclusion from such registration exists. Information throughout this site, including, but not limited to, stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.

Any opinions presented here are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

*4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The GIPS firm definition excludes any third party asset management programs over which 4Thought maintains oversight advisory agreements on behalf of its clients, any arrangements under which 4Thought provides recommendations for client self-implementation, and any assets under advisory but not under direct management (in which 4Thought provides allocation changes or trading signals to third party firms but does not take discretion over the trading of client accounts). GIPS-compliant performance information for 4Thought's strategies may be obtained by email at info@4tfg.com; on the 4Thought website at https://www.4tfg.com/performance-requests; or by phone at (516) 300-1617.