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:...

04|01|2019

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...

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...

11|29|2018

3 Benefits of a Solo 401(k)

When you are self-employed, you have several options in tax sheltered retirement plans. Here are 3 key benefits of using a Solo 401(k), also known as an Individual 401(k):...

11|08|2018

The Life Insurance Hack

Frequently, we misuse life insurance. Many people, for example, will look at it as a way to save for retirement. While it is true that life insurance can provide...