When you leave a job for another company or when you transition into retirement, you have several options to consider.
When you leave a job for another company or when you transition into retirement, you have several options to consider.
“What’s the difference between a Financial Planner and a Financial Advisor?” A Financial Advisor is a professional who helps manage your money. Financial Advisor is a general term that might include stock brokers, insurance agents, money managers, estate planners, bankers…
“What are 401k Catch Up Contributions?” Contributions to a traditional 401k are limited to $18,500 in 2018. If you are over age 50, then you may be eligible to set aside up to $24,500 in 2018. That’s an additional $6000…
“What should I do with my student loans?” If you have massive school loans, you might be feeling a little overwhelmed with your current debt. I would suggest you stop for a moment and take a deep breathe. With financial…
Today’s Financial Planning tip will cover “What is an IRA?” An IRA, is an Individual Retirement Account that is an investing vehicle used by individuals to save for retirement with tax free growth. What this means for you is that…
Today’s tip will cover “What are some of the benefits of 529 education saving accounts and the recent tax overhaul?” Many people will benefit from a change that allows assets in 529 plans to be used to pay for elementary…
Today’s tip will cover “Why choose a 529 plan for college savings?” A 529 Plan is a college savings account that is exempt from federal taxes. These types of plans were introduced in 1996 to help taxpayers save for college…
What is a Trust? Simply put, a trust agreement is a document that spells out your wishes upon your death. When the time comes, how would you like your money and property distributed? However, depending on your specific goals…
Today’s tip will cover “Which retirement account should I withdraw on first?” If you have a combination of taxable accounts and tax deferred accounts saved for retirement, a straight answer would be to withdraw money from your taxable and tax-free…
If you have been saving for retirement for a while now, you may be thinking how long do I have before I can retire. Or, if you are already retired, you may be thinking will my money last? A few…
