Author: David Herman

David Herman

David Herman
Executive Vice President of Investments, CRPC®, CCPS®

Recent Posts

What’s the Difference Between Custom Allocation and a ‘Cookie Cutter’ Plan?
Oct 19, 2020
Many people take a simple approach to retirement and invest in a basic, age-based fund. They plan to withdrawal Social Security benefits as early[...]
9 Ways Retirees Can Earn Extra Income
Sep 14, 2020
The idea of retirement used to be sitting in a relaxing chair and reading a book or playing golf four days a week. Retirees today are much more[...]
Roth IRAs Vs. Traditional IRAs: What You Need to Know
Apr 28, 2020
When you’re planning for retirement, one of the biggest decisions you need to make is whether to invest in a Traditional IRA or a Roth IRA. 
Long-Term Care Insurance: What to Know to Help Protect Your Wealth – Part 3
Mar 23, 2020
So far, we’ve discussed what long-term care insurance is and some specifics of one option – traditional long-term care insurance. There are many[...]
Tax Planning and the New Year
Feb 03, 2020
April 15 isn’t the only time that your taxes are important. With a new year upon us, now is another crucial time to discuss financial planning and[...]
The Difference Between Professional Help and a Target Date Fund
Jan 27, 2020
Some mutual fund companies market Target Date Funds (TDFs) as the one-stop-shop for your investments. While TDFs may have their place in your[...]