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...
by Katie Brown | Jun 10, 2022 | General, Investment, Retirement
Tempted to Tap Your 401(k)? Ask These Questions First. Early withdrawals from retirement accounts are not only costly, they can disrupt your financial future. Think about the long-term consequences before you tap your 401(k) for an emergency expense. Your 401(k)...
by Katie Brown | Jan 18, 2021 | Retirement, Tax
A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features that can help you set aside more of the money you earn for retirement and grow wealth for your financial future. If you’re able to save the maximum...
Best-In-State Wealth Management Teams (2025 & 2026) 