Category

Updated for 2021

Employee benefitsFinancial PlanningFinancial Planning for CouplesPensionRetirement PlanningSecure ActUpdated for 2021

Should You Take a Pension or a Lump Sum?

Should You Take a Pension or a Lump Sum? Deciding between a lump sum or receiving pension benefits monthly requires careful planning and consideration. Though your personal situation and circumstance will always be the most important factor in any major financial decision, there are several key considerations to keep in…
December 15, 2019
Cash ManagementFinancial PlanningInfographicsInvestingRetirement PlanningSecure ActTax planningTraditional IRAUpdated for 2021

Non-Deductible IRA Contributions Aren’t Worth It – Here’s Why

5 reasons you shouldn't make nondeductible contributions to an IRA Are non-deductible IRA contributions worth it? Most high-income individuals are unable to make tax-deductible contributions to a traditional IRA due to IRS limits, yet their earnings level may allow the capacity to save more after maxing out a 401(k). Although any…
July 23, 2019
Employee benefitsFinancial PlanningJob TransitionUpdated for 2021

How Much Are Benefits Worth? Valuing an Employee Benefits Package

How much are your benefits worth? What programs should you participate in? Unfortunately, individuals don't always know they can or should participate and sometimes the complex nature of benefit plans can lead to costly mistakes. To help ensure you're taking advantage of the most significant financial resources your employer offers,…
December 16, 2018