by Katie Brown | Mar 22, 2024 | General, Retirement
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? The truth is, saving for your retirement and your child’s...
by Katie Brown | Mar 15, 2024 | General, Retirement
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...
by Katie Brown | Mar 1, 2024 | General, 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. If you’re self-employed or own a small business, you’ve probably...
by Katie Brown | Feb 23, 2024 | General, Retirement
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. What will I be entitled to? If you leave your job (voluntarily...
Best-In-State Wealth Management Teams (2025 & 2026) 