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5 Financial Tasks to Prioritize in the New Year
There’s no better time than the present to get your finances ready for a new year. Unfortunately, for many busy professionals, there just isn’t enough
If You Inherited A 401(k) From A Parent, Here’s When You Need To Take The Money—And When You Should
As part of the Secure Act, most adults who inherit a 401(k) from a parent must take the money in 10 years. Depending on your
How Couples Can Save For Retirement When One Spouse Stays Home
How should married couples save for retirement with only one income? Saving for two when one spouse is the primary breadwinner or a stay-at-home parent
Inherited a 401(k) From a Parent? Tax Planning for Distributions
If you’ve inherited a 401(k) from a parent, you likely have questions about your options for the account and the tax impact. Luckily, non-spouse beneficiaries
How Much Money Do You Need to Retire Comfortably At 60?
How much money do you need to retire at 60? That depends entirely on how much you plan to spend in retirement. Absent a large
Year-End Financial Checklist: 4 Money Moves You Should Prioritize Now
The end of the year is a busy time for most people. Unfortunately, it is usually also the last opportunity to make financial moves that
New IRS Contribution Limits for 2021
The IRS has released the 2021 contribution limits for retirement plans and other cost-of-living adjustments.
Roth 401(k) vs Traditional 401(k): Investing Pre-Tax or After-Tax
Which is better, a Roth or traditional 401(k)? The central difference between a Roth 401(k) and traditional 401(k) is the tax treatment of your contributions.
How to Find a Fee-Only Financial Advisor
When starting to search for a financial advisor, investors may not realize the different types of advisors out there…and they’re not all trying to sell
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
Is maxing out your 401(k) enough? When saving for retirement, you’ll want to find out what level of income your current contributions could provide down
What Happens to Stock Options When a Public Company Goes Private?
With so much emphasis on IPOs, investors are sometimes surprised when publicly traded companies decide to go private. There are many reasons a company may
What is a Brokerage Account? Reasons to Use a Brokerage Account
What is a brokerage account? A brokerage account is a non-retirement investment account. Essentially, a brokerage account is the opposite of a retirement account like
If You Own Too Much Stock In One Company, It’s a Good Time To Consider Diversifying
Can you own too much of your employer’s stock? Undoubtedly, yes. Does holding a lot of company stock create the potential for a large windfall?
Putting A Lump Sum Towards Your Mortgage Won’t Lower Your Payment
Putting extra cash towards your mortgage doesn’t lower your payment If you have extra cash and are considering putting it towards paying down your mortgage
Inheriting a Trust Fund: Distributions to Beneficiaries
If you’re inheriting a trust fund, you likely have questions about how the distribution payouts to beneficiaries work and the tax implications. While general information
How The Stock Market Has Performed Before, During, And After Presidential Elections
How The Stock Market Has Performed Before, During, And After Presidential Elections There’s a lot going on during any normal election year, but fittingly, this
Do I Need A Financial Advisor Or Should I Do It Myself? Here’s When It’s Worth It To Get A Financial Advisor.
The age-old question: are financial advisors worth it? Deciding whether to get a financial advisor or manage your own investments is a big decision. Not
Stock Market Performance by President (in Charts)
As the next U.S. presidential election nears, investors may be wondering what the implications are for their investments. How will the stock market react if