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Articles From Lumsden McCormick Financial Services

Lumsden McCormick provides resources to assist you as you plan for your business and personal success. Articles published by our accountants, resources available through our affiliation with the BDO Alliance USA and our industry-specific newsletters are listed below.
Changing Jobs? What Will Become of Your 401(k) Balance?

Changing Jobs? What Will Become of Your 401(k) Balance?

Posted by Bryan Staniszewski on September 12, 2019

Most private-sector employers put you in the driver's seat when it comes to saving for retirement. You might prefer the flexibility of rolling over your accumulated retirement savings into an IRA. This choice assumes, however, that your next employer's 401(k) plan allows you to move money into it from another 401(k) plan.

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Weekly Economic Update | September 9, 2019

Weekly Economic Update | September 9, 2019

Posted by Bryan Staniszewski on September 10, 2019

Take a look at the September 9, 2019 economic update.

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Weekly Economic Update | September 2, 2019

Weekly Economic Update | September 2, 2019

Posted by Jeffrey Budzinski on September 03, 2019

Take a look at the September 2, 2019 economic update.

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Tips for Picking the Right Nursing Home Facility

Tips for Picking the Right Nursing Home Facility

Posted by Jeffrey Budzinski on August 29, 2019

Do you have a loved one — perhaps an elderly father or mother — who may soon need extended nursing care? Moving a relative into a long-term care facility can be a costly proposition, but there's more to consider than just the price tag.

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Weekly Economic Update | August 26, 2019

Weekly Economic Update | August 26, 2019

Posted by David Schlein on August 27, 2019

Take a look at the August 26, 2019 economic update.

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Taxes and Long Term Care Insurance – What Your Need to Know

Taxes and Long Term Care Insurance – What Your Need to Know

Posted by Bryan Staniszewski on August 22, 2019

If you or a loved one needs long-term care, you probably don't want to pay it from your hard-earned savings. Instead, consider purchasing a long-term care (LTC) insurance policy.

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Weekly Economic Update | August 19, 2019

Weekly Economic Update | August 19, 2019

Posted by David Schlein on August 20, 2019

Take a look at the August 19, 2019 economic update.

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Weekly Economic Update | August 12, 2019

Weekly Economic Update | August 12, 2019

Posted by Jeffrey Budzinski on August 13, 2019

Take a look at the August 12, 2019 economic update.

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A Game Changer

A Game Changer

Posted by David Schlein on August 08, 2019

The end of the tentative trade truce between the world’s two largest economies triggered a sell-off on global stock markets and sent investors scurrying into safe-haven assets.

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Weekly Economic Update | August 5, 2019

Weekly Economic Update | August 5, 2019

Posted by Bryan Staniszewski on August 06, 2019

Take a look at the August 5, 2019 economic update.

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