Is The Roth 401(k) Right For You?
The 401(k) is probably the most popular retirement plan in America. Most of you probably have one where you work. But what’s this Roth 401(k) you’ve been hearing about? How does it work? Is it as good a deal for... Read More →
Stop Using Your 401(k) As A Piggy Bank
Did you have a piggy bank as a child? I remember having a piggy bank in my room when I was a kid. You know the kind. It was a pink pig with a cute smile on its face. It... Read More →
4 Forgotten Fall Financial Tips
Fall is my favorite time of the year! I love the weather and the change of seasons. Fall also is a busy time for me as a financial advisor. I have to prepare year-end reviews for clients, get required distributions... Read More →
Sudden Wealth From A Divorce?
Divorce is probably one of the most stressful things anyone can go through. It puts strain on your emotions, your family and your finances. I would categorize divorce as a Life Event. It will affect quite a few adults in... Read More →
Money Mumbo Jumbo: What’s The Difference Between Large and Small Cap Stocks?
Large cap, mid cap, small cap what does all this money mumbo jumbo mean? You’ve probably heard this technical jargon thrown around by my industry. Additionally, you’ve noticed it describing your 401(k) investments too. If you’re scratching your head wondering... Read More →
Sudden Wealth From Retirement?
You made it. You are retired. Your new job will be doing whatever you want! Sounds good, right? Retirement can be a wonderful time. It’s a Life Event that usually happens to each of us at some point. Life Events... Read More →
Sudden Wealth From A Job Change?
My Mom worked for the University of Kentucky for 41 years. Yep, 41 years! Who does that anymore? Hardly anyone. Most working Americans will change jobs 11 times during their working years, according to Fidelity Investments. That works out to... Read More →
5 Things You Should Know About Your 401(k)
Confused about your 401(k) plan at work? Don’t know what you don’t know? The majority of Americans have access to a 401(k) plan at work. In this article, I’m going to clue you in on a few things you need... Read More →
Day Trading Your 401(k)? 6 Reasons To Stop Now
Are you day trading your 401(k) at work? Shame on you! We all know that day trading is a recipe for disaster. Or do we? What’s day trading you ask? Well, day trading is buying and selling investments during the... Read More →
Time To Plan For Your 2014 Taxes
What? I just finished my #$%& taxes, and you want me to plan for next year?! That’s right. It’s fresh in your mind, and that’s the best time to make adjustments to anything, especially your tax preparation. If you take... Read More →