529 Plans vs. Other College Savings Options
529 plans can be a great way to save for college, but they’re not the only way. When you’re investing for a major goal like education, it makes sense to be familiar with all of your options.
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Saving for Retirement and a Child’s Education at the Same Time
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two?
Choosing a Beneficiary for Your IRA or 401(k)
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries.
A/D Juicebox Ring Out the Old, Ring in the New! (January 17th)
We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates.
Join us as Autumn fills the air, and the time is quiet and mellow to discuss things in the financial planning world.
Estimating Your Retirement Income Needs
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement.
Understanding Individual 401(k) Plans
An individual 401(k) plan is worth considering if you’re looking to set up your first retirement plan or want to switch to a different plan.
Changing Jobs? Know Your 401(k) Options
If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options.
HOW TO BE A BETTER ACTIVE LISTENER
Unfortunately, life doesn’t make it easy for us to tune things out and focus on what’s right in front of us. Even with the best intentions, we so often find ourselves not being fully present for those we’re interacting with.
WHY KEEPING BOOKS A PART OF OUR LIVES IS SO IMPORTANT
We certainly haven’t stopped loving learning and storytelling. No matter how we do it, it’s important we find time for it—it benefits us in so many ways.