401(k) No-No’s
Want to know what not to do with your 401(k)? I’ve seen a little of everything in terms of no-no’s over the years. These are the classics. From borrowing too much, to being too aggressive or way too conservative. There... Read More →
401(k) Limit Updates
Every year someone asks me how much they can actually contribute to their 401(k). There seems to be a ton of confusion. Some 401(k) participants seem to think it’s a percentage. They are confused by the match percentage. Somehow they... Read More →
4 Ways to Improve Your 401(k) Returns
Wondering how to boost those returns in your 401(k)? Is there really a way to make more money in my 401(k)? Actually, there are a few things you can do to help improve your 401(k) performance.No, it doesn’t involve the... 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 →
Columbo Had His Questions, But He Never Hired a New Financial Advisor
I don’t know if you remember the 70’s television detective show Columbo. I may be showing my age even bringing it up! Peter Faulk starred as the L.A. homicide detective in the show. He was very messy and absent-minded. So... 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 An Inheritance?
In my previous article, Sudden Wealth from A Life Event?, I mentioned a huge number of life altering events that create sudden wealth. This article will focus on an Inheritance. When you inherit money it usually accompanies a very emotional... 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 →
Do 401(k)s Have Stop-Losses?
It never fails. My best article ideas come from my clients! Thank you! Recently one of my clients called and asked a rather interesting question. “Do 401(k)s have stop-losses?” First, let me define what a stop-loss is for those of... Read More →
10 Tax Tips for the Self Employed
If you are self employed or own your own business, you have a unique set of tax issues. You also have to deal with constantly changing tax laws that can be confusing. Now that tax season is in full swing,... Read More →