Category: 401k Plans
Target-Date Mutual Funds – What are they and should you use them?
Target-date mutual funds have gained popularity in recent years as a convenient and seemingly straightforward option for retirement investing. However, despite their appeal, there are...
Pension Lump-Sum vs. Annuity: Which to Choose?
One of the questions we often get from our clients is, “Should we take the lump-sum option or the annual payments when receiving distributions from...
Inflation and Retirement
Inflation – even minor inflation – reduces purchasing power over time. Like the famed economist Milton Friedman once said, it’s the hidden tax that creeps...
How To Select A Financial Advisor
Types of Financial Advisors (and which ones you should avoid) Types of Advisors Before beginning your search, it is essential to understand the difference between...
What Are Stock Splits?
What Are Stock Splits? Here’s what you need to know. Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes...
Small Business Retirement Plans
How do you pick the most appropriate retirement plan for your business as well as your employees? As a small-business owner, figuring out retirement choices...
The Backdoor Roth IRA
Does your high income stop you from contributing to a Roth IRA? It does not necessarily prohibit you from having one. You may be able...
Bundle Up? Not When It Comes To Financial Services
For many people subscribing to satellite services or cable television over the last couple of decades, the business model has been "bundling services" like television,...
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