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DOL Fiduciary Rule

On April 6th, 2016 the U.S. Department of Labor released its “fidicuary rule,” requiring advisers making recommendations on retirement accounts to act in their clients’ best interests. Acorn adviser, Jim Gambaccini, weighs in on the topic in a recent Financial Advisor IQ article here.

Acorn Financial Welcomes Cooke Capital and HW Reinhardt!

Acorn Financial Advisory Services is very proud to announce the addition of three new advisers to the Acorn planning team. As of November 2015, we are privileged to welcome Harvey Reinhardt & Matthew Vaughn of Goldsboro, NC and Charlie Cooke of Wilmington, NC to the group. We also welcome their highly skilled and hardworking client service teams. It will be a pleasure to work alongside them for years to come.

Thank You to Pearmund Cellars and Poplar Springs!

Our Advisory group met last week to discuss investment strategies, share knowledge and to brainstorm ideas to better serve our clients. We’d like to extend a big thank you to Poplar Springs Inn Spa and Manor House Restaurant for their hospitality, and to Pearmund Cellars for the great winery tour!

Peter Grose on ‘Communication Today with John Monsul’

Acorn would like to congratulate Peter Grose for his successful appearance Monday evening on Fairfax Channel 10 where he was a featured guest on ‘Communicating Today with John Monsul.’

Tune in to Fairfax Public 10 today at 8:30pm, Friday at 6:30am or Sunday 3:30pm to listen to Peter discuss a variety of topics ranging from China’s economic outlook to US monetary policy and the importance of working with a financial adviser.

4 Ways to Prepare for Retirement

Are you concerned with carrying excessive debt into retirement? Your comfort level may depend on the year you were born.

Managing partner, James Gambaccini, points out generational differences in retirement attitudes between Baby Boomers and the Greatest Generation in a recent Washington Post article.

If you are interested in reading about retiring your debt when you retire, take a look at the tips listed here.

How Exactly Do “Medicaid Annuities” Work?

A recent article in Financial Advisor IQ discusses the role single-premium immediate annuities (SPIAs) can play in preserving wealth when one spouse is nursing home-bound.

Acorn advisor, John Ryan, is quoted in the article outlining caveats when buying SPIAs, specifically in regard to the importance of correct beneficiary designations. Read the full article titled “Medicaid Annuities Offer FAs Long-Term-Care Tools” here.

Frank Jacobs Hits the Links with Chi-Chi Rodriguez

While away at the Crump Life Insurance Leaders Conference in Puerto Rico, Frank Jacobs ran into professional golfer Chi Chi Rodriguez cruising along in his custom-built, canary-yellow golf cart. Frank has yet to admit if he was privileged to a sword dance reenactment!

Acorn Financial Hosts 2nd Annual Golf Outing

Acorn Financial Services would like to thank all attendees of our 2nd Annual Tin Cup! It was a beautiful day for a golf outing and our team had a blast spending time with all of our guests at Hidden Creek Country Club.

We were happy to have golf pro and entertainer, Kelly Murray, with us for the day to put on a stellar show and to give players tips on the course. Thank you, Kelly!

We also want to thank everyone who purchased mulligans to support Our Daily Bread, a 501(c)(3) non-profit organization that provides food, financial assistance, and financial mentoring to local families in need. Special recognition goes out to Dondi and Michael Saunders for donating their portion of the 50/50 raffle back to the charity. We look forward to seeing you all next year!

Financial Threats to Consider

Are you living without crucial coverage such as life, health and disability insurance? Are you making big investment bets or failing to diversify your portfolio? A recent Wall Street Journal article titled “Are You Overlooking Big Threats to Your Finances?” spells out the consequences of misjudging risk and being overconfident in your investment strategy.

Is Concierge Medicine on Your Radar?

At Acorn Financial, we believe it is essential to consider out-of-pocket medical expenses in retirement as a critical component of your financial plan. Acorn advisor, Matthew Brennan, was recently quoted in Financial Advisor IQ encouraging clients to carefully research concierge medicine to determine if it is beneficial for their health and financial future.

Read the full article titled “Concierge Medicine Can Fill Health Care Gaps” here.

Acorn Financial Services
1875 Campus Commons Drive
Suite 100
Reston, VA 20191
Phone 703-293-3100

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