No 401(k)? Here’s How to Save for Retirement
Are you one of the many people who don’t have a 401(k) at work? Wondering how in the world you’re going to save for retirement without one? Never fear, I have a few suggestions! There are a few really good... Read More →
Changed Jobs? Rollover Questions Answered
Did you just change jobs? Have a IRA Rollover or 401(k) you haven’t moved yet from a previous employer? I received a couple of calls in the past few days from my 401(k) clients. Thank you by the way, it... Read More →
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 →
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 →
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 →
7 Ways To Leverage Your Tax Refund Into Something More
As I write this, today is the day for me to go file my annual taxes. For me it’s an event that always has a certain degree of anxiety and frustration. Getting all the docs together, then having to hear... Read More →
5 Year End Investment Moves
I know, you’re busy in December. Holiday shopping, parties and visiting friends and family. December is a great time for cleaning up your portfolio too. Don’t put these things off. They are important too. Particularly now with the market at... Read More →
Earn Too Much To Contribute To An IRA?
If you are a high income earner Traditional IRAs may be a bit frustrating. On one hand you have discretionary dollars to contribute, but on the other the extra income can often disqualify you from the tax break. That stinks! Here... Read More →
10 Important Retirement Planning Deadlines
Retirement. It conjures up images of beaches and relaxing after years of hard work. Now you can collect Social Security and Medicare and qualify for an extra few benefits of being a senior citizen. Nothing in the world to worry... Read More →
401(k) Rollover Myths and Urban Legends
I frequently get questions from investors about their workplace 401(k)s. Sometimes the questions are based in fact, other times…not so much. There are more than a few 401(k) Myths out there. I want to talk about a few of these... Read More →