Articles from the Retirement Category


Introducing 401(PRO) – small business retirement plans

December 8th, 2017

As part of our planning services, we consistently see clients with 401(k) plans that are poorly designed, expensive, and not maximizing tax advantages.  Unfortunately, employers … Read More


New Service: 401(k) Account Management

November 6th, 2017

If you have a 401(k) plan through your employer, chances are that it is receiving the majority of your new investments each year. In a … Read More


Taxes, Retirement, and Timing Social Security

August 31st, 2015

The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold … Read More


Correlation and Portfolio Performance

August 31st, 2015

Different types of investments are subject to different types of risk. On days when you notice that stock prices have fallen, for example, it would … Read More


Five Ways to Manage Risk in Your Retirement Savings Plan

August 13th, 2015

Your employer-sponsored retirement savings plan is a convenient way to help you accumulate money for retirement. Using payroll deductions, you invest for the future automatically, … Read More


Financial Mistakes People Make at Different Ages

August 13th, 2015

There’s a saying that with age comes wisdom, but this may not always be true in the financial world. As people move through different life … Read More


10 Financial Terms Everyone Should Know

February 11th, 2015

Understanding financial matters can be difficult if you don’t understand the jargon. Becoming familiar with these 10 financial terms may help make things clearer. 1. … Read More


Key Numbers for 2015

February 11th, 2015

Every year, the Internal Revenue Service (IRS) announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction … Read More


No Matter What Your Age, Your Social Security Statement Matters

January 13th, 2015

Fifteen years ago, the Social Security Administration (SSA) launched the Social Security Statement, a tool to help Americans understand the features and benefits that Social … Read More


Helping Your Parents Manage Their Finances

December 12th, 2014

As the U.S. population gets older, more people, particularly baby boomers, are confronting a dilemma. As parents age, their ability to manage their own finances … Read More