Category: Articles

Year End Financial Planning

With the end of 2018 fast approaching, there are several financial planning items that you may consider reviewing.  Getting a jump on these items in early November may be a good idea, as both your household and your planning firm could be quite busy…

You maxed out your 401(k), now what?

  First of all, congratulations to those of you who are able to put the max allowable into your company sponsored retirement account!

Retirement Planning Part 4: Social Security

One of the most important decisions that a retiree will make is when to elect to take social security benefits.  The decision is irrevocable so adequate research and planning into your options, and how the program works can greatly help make an election that…

Retirement Planning Part 3: Portfolio Management

Portfolio Management in Retirement Company retirement plans continue to shift away from pensions, and towards vehicles such as the 401(k).  This shift is essentially transferring the responsibility of creating an income stream in retirement from the company, to the individual retiree.

Retirement Planning Part 2: Asset Consolidation

Financial Planner Chosen √ Once you have done your due diligence and partnered with a financial planner, the next step is going to be consolidating all of your assets.  So what exactly does this mean and what does it entail?