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...

A/D Juicebox 2023 Comes to a Close! (October 5th)

by Katie Brown | Nov 1, 2023 | General, News

A/D Juicebox 2023 Comes to a close! 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. Disclosures: All indices are unmanaged and may not be...

SETTING FIRE TO RETIREMENT PLANNING

by Katie Brown | Oct 20, 2023 | General, News, Retirement

SETTING FIRE TO RETIREMENT PLANNING The Financial Independence, Retire Early (FIRE) movement is gaining steam. How much money do you need to retire in your 40s or 50s? That’s a question more people are asking, thanks to a growing movement: Financial Independence,...

A/D Juicebox Bloom With Us! (July 13th)

by Katie Brown | Aug 2, 2023 | General, News

A/D Juicebox Bloom With Us! 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.   This material is for general information only and is not...