Category: Articles

Retirement Planning Part 1: Partnering with a Financial Planner

A key component in planning for retirement is partnering with the right financial planner to help you reach your goals.  With thousands of professionals working under the title “Financial Planner,” it can be difficult to know how to choose the right planner for you.

The 401(k) True Up

The 401(k) plan has become the primary vehicle for retirement savings for most private sector employees.  While these plans can take many shapes and sizes, today I want to talk about the ways to maximize a company match.