The 401(k) is the most commonly used retirement plan in the U.S., and it’s easy to see why. Pre-tax money contributions and employee match programs are big perks. And 401(k)s are accessible – according to the Census Bureau, nearly 80% of Americans work for companies that offer a 401(k) plan. If your company offers a […]
401(k) Rollover: When You Should NOT Convert to an IRA
If you left a job or are planning to, it can make sense to opt for a 401(k) rollover into a traditional IRA. Leaving the employer where you started the 401(k) means you can’t contribute to it or earn an employer match, so rolling it over to an IRA gives you more options. There are […]
How to Organize Your Estate
No one wants to think about losing a loved one, and it can be a very difficult time. One way to make it a little easier is to be as organized as possible. I’m going to run through a few things that you should take inventory of. Your Estate Plan Location of your original estate […]
What You Need to do After Setting Up a Trust
Signing your estate documents in your attorney’s office is only the first step. Here are four things you should do after, and in some states, could save you thousands of dollars. Transfer your home The point of executing a trust is to avoid probate court, which can cost you thousands of dollars and take much […]
2018 Q2 Market Update
This is my Q2 market update for 2018, and it was yet another interesting quarter. President Trump pulled out of the Iran Deal, met with Kim Jon Ung of North Korea, the NASDAQ climbed to record highs and inflation continued to rise. The U.S. market update is that they performed fairly well over this last […]
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