April 16, 2019
4 Ways to Manage Taxes in Retirement
Think you’ll pay less in taxes during retirement? Careful, it’s not always the case. If you haven’t planned your spending and income sources right, you just might have an unexpectedly high tax bill. So how can you plan for lower taxes […]
November 9, 2018
Rising Rates and Your 401(k)
Do you know how ‘sensitive’ your bonds are to changes in interest rates? If you’re like most people, you own some bonds in your 401k, most likely within mutual funds and or exchange traded funds (ETFs). It’s important to know […]
February 15, 2018
Take this Quiz: Be Intentional – Key to greater financial success!
Jan and Bill are married, have two kids, and within the last few years have moved into a new home. Both Jan and Bill work full-time, contribute to their employer 401(k) plans, and have started saving for their kids’ college. […]
December 4, 2017
It’s in the Detail…Increase Tax Savings Now and in the New Year!
Attention to detail may provide increased tax savings now and in the new year. Start simple by focusing on your 401(k), HSA and FSA. Understanding the contribution limits, how they work and just exactly how much you’re socking away in […]
May 1, 2017
Taxes in retirement? –What to consider now
Ever dream about your next phase (retirement) and think about how much less in taxes you’ll pay? Careful, it’s not always the case that you’ll pay less tax. Most people think about what that next phase looks like in terms […]
April 3, 2017
Job Change? Here’s a Financial Checklist to Help
There’s a lot to think about when you change jobs. Checklists like this one just might help. As you look forward to starting a new job, it’s important to consider how you will manage your finances while making the transition […]
November 28, 2016
Rising Interest Rates and the effect on your 401(k)
Do you know how sensitive your bond portfolio is to changes in interest rates? Here’s why it’s important to know… Recall what happens when the stock market falls in value. What happens to your 401k? If you have a generous […]
