Retirement
The Value of a Financial Professional
Last Updated: May 10, 2024 With the emergence—and prevalence—of robo-advisors, where investing can be done with the click of a button on an app, the common question is, are financial/investment…
Read MoreHow to Roll Over Your 401(k)
Last Updated: April 9, 2024 Let’s start with what a 401(k) rollover is. When you transfer a balance from a previous existing 401(k), likely from a company you’re no longer…
Read MoreMilestone Birthdays in Retirement
Last Updated: April 9, 2024 When we’re young, each birthday seems special, but for most of us, birthdays lose their luster as we age. Can we bring some of that…
Read More4 Options for Your 401(k) When You Leave a Job
Last Updated: March 7, 2024 So, you’ve left your job…now what? A white paper from Capitalize, a 401(k) rollover fintech company, found that American employees have “forgotten” about or left…
Read MoreTraditional vs. Roth 401(k): Why You Might Want Both
Last Updated: March 7, 2024 There is one key factor to consider when deciding which type of 401(k) to contribute to: tax implications—both now and later. Retirement planning involves balancing…
Read More18 Things You Should Know About 401(k)s
Last Updated: March 7, 2024 Before starting a new job, one of the key questions you’ve likely inquired about is your company’s 401(k) benefits. When you start the job, you’ll…
Read MoreRetirement Accounts Explained
Last Updated: March 7, 2024 Retirement is one of the biggest expenses you’ll have in your life, with one of the longest savings periods of your lifetime, too. Although there…
Read More8 Asset Protection Strategies for Doctors
Last updated: 02/28/2024 It’s no secret that doctors have higher-than-average incomes when compared to the average U.S. household (in 2024, the average U.S. household income was $59,428. vs. $265,000 for…
Read MoreHow to Protect Your Spouse From the Survivor Trap
Last updated: 02/28/2024 Losing a spouse is difficult enough without having to worry about your finances. Will your spouse be able to maintain their current lifestyle? Or will they have…
Read MoreShould I Pay Off My Mortgage Before I Retire?
Last updated: 02/28/2024 Homeownership generally means having a mortgage looming over you for 15–30 years—an intimidating thought for some. It’s only natural that you want to pay that debt off…
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