Saving for Retirement and a Child’s Education at the Same Time

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...

Choosing a Beneficiary for Your IRA or 401(k)

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...

Estimating Your Retirement Income Needs

by Katie Brown | Mar 8, 2024 | General, Retirement

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. That’s not as easy as it sounds,...

Understanding Individual 401(k) Plans

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...

Changing Jobs? Know Your 401(k) Options

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...