03|10|2025
3 Keys to a Traditional IRA
As a long time funding option, Individual Retirement Accounts (IRAs AKA Individual Retirement Arrangements) evolved in recent years to become more practical. Here are a few key things to...
12|01|2023
2024 Retirement Plan Contributions have been announced.
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: Retirement Planning, 401k, IRA, ROTH, SIMPLE IRA, SEP IRA We hope you all are doing well! We are reaching out...
01|13|2023
2023 Contribution Increases
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: IRA, ROTH, SIMPLE, 401K, Contribution IRA and 401K annual contribution limits rose for 2023. This...
05|31|2019
4 Reasons to Not Leave Your 401K Behind
I worked at that place for 7 years. They were always good to me. Their 401K always did well for me. I’ll just leave it there… NO!!! 401K Performance...
04|16|2019
3 Keys to a ROTH IRA
Even though ROTH IRAs have been around since 1997, many people still do not utilize this valuable option. Here are three key reasons you should consider a ROTH IRA:...
01|17|2019
4 Reasons to Start Financial Planning Today
Planning for your financial future is often that thing that you know you need to do, but procrastinate the process. Many people feel fear of not being able to...
01|03|2019
3 Easy Budgeting Ideas
Let’s face it, no one enjoys budgeting. It usually arises out of necessity. Here are a few keys to remember to help build a successful budget: Take a snapshot...
12|20|2018
4 Social Security Considerations
This is not your parent’s Social Security! Tread lightly before initiating benefits. Here are four considerations before deciding on the timing for social security benefits: Longevity: Look at your...
12|14|2018
3 Keys to Retirement Planning
Retirement planning should not be taken lightly. Consider for a moment having to go back to work years after retiring, but having to accept a lower payscale because you...
12|06|2018
4 Benefits of a SEP IRA
When you are self-employed, you have several options in tax sheltered retirement plans. Here are 4 key benefits of using a SEP IRA: First, you may defer income at...