Under the Shade

“Under the Shade” is our financial advisors’ blog. It is their opportunity to share insights on strategies and issues that they find meaningful.

Much like sitting in the sun on a hot day, people can be left exposed to financial missteps by not seeking shelter. That shelter is the personalized attention and education that a qualified financial professional can offer to generate a well-informed client.

We want our clients to feel like they are “under the shade” of the QOLity Financial tree, confident that they have the information, skills and qualified advice necessary to make sound financial decisions.

Click the branch on the left that provides you the most shade.

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General Articles

China Devalues Yuan: Global Impact

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2015 Midyear Outlook

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Borrowing From Yourself: Retirement Plan Loans

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How Much Do You Need To Retire?

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Let's Talk Trusts: Protect Your Assets

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Don't Forget Your Retirement Savings!

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Should You Convert To A Roth IRA?

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Social Security & You: What Does The Future Hold?

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Michigan Public School Employees

Pension Maximization Strategy

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Working In Retirement


The Equated Plan


Termination From Employment Without Being Vested


Public School Employees: 403(b) vs. 457(b)

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Comcasters

What To Do If You Have Company Stock Within Your 401(k)?

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Pharmacists

Should Pharmacists Carry Professional Liability Insurance?

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Pharmacy Times has published this article.

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Pharmacy Student Loans: Debating Debt & Making Sense of Statistics

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Pharmacy Times has published this article.

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Pharmacist In Transition: Don't Forget Your Retirement Savings

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Do Pharmacists Need Professional Advice?

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