In recent years, another retirement savings vehicle has come about that might be superior to the 401(k): a health savings …
Creditors & Predators: Financial Planning and Liability Insurance A Love Story
Everybody knows that lawsuits and lawyers cost a lot of money, and being involved in a lawsuit could cost you …
You’re Young, Not Stupid
It’s easy to understand why saving for retirement isn’t a priority in your 20’s. But youth is a huge advantage …
Small Business Financial Planning
RUNNING A SMALL BUSINESS CARRIES WITH IT UNIQUE FINANCIAL PLANNING CHALLENGES, WITH MONEY CONCERNS AN ONGOING BURDEN FOR THOSE WHO …
Tempted to Tap Your 401(k)? Ask These Questions First
Early withdrawals from retirement accounts are not only costly, but they can also disrupt your financial future. Think about the …
Retiring Soon? Look at Your Life Insurance
As you head into retirement, it makes sense to reevaluate your insurance coverage and make sure it’s sufficient. Now that …
Take a Systematic Approach to Long-Term Investing
While market declines, corrections and downturns can be disheartening, they can also be opportunities for investors with workplace retirement plan …
Common IRA Planning Mistakes
1. Not taking advantage of the Stretch distribution option or not establishing it properly The Stretch IRA is a way …
Dollars and Sense, Social Media and your Money
What influences your spending choices? Social media can pressure you to spend more than necessary. We have all seen our …
When Spouses Combine Finances
After you marry, to what degree should your financial lives be shared and how do those finances affect your relationship? …