401k Trustees – It’s Time To Review Your Plan
It isn’t lost on small business 401k trustees that these plans are not for the faint of heart. Endless changes in regulations…
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Compound Interest: Make It Work For You
Don’t under estimate the power of compound interest. It can work for you or against you. According to Investopedia the definition of…
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Home Equity At Record Highs – Should You Cash In?
In the early 2000s, property values were rising at a rapid rate and bringing with it newfound home equity. As property values rose and…
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Retirement Saving – Delay Only Makes It Harder
Retirement saving doesn’t have to be painful, but the longer you wait, the harder it will be to catch up. That can…
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10 Ways To Improve Your Financial Wellness
If you’re looking to improve your financial wellness, it can feel like a tall order. Taking on any challenge is daunting and…
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Retirement Planning Questions You Need To Ask
Retirement planning is a process, not an event. Asking yourself these questions will help you stay on track. Now that our taxes…
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Student Loan Debt – 5 Things You Need To Know
Student loan debt is on the rise and the numbers are staggering. Total student debt is approximately $1.38 trillion and is second…
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Mutual Funds – What You Need To Know
If you have a work place retirement account, you are likely investing in mutual funds. While other investment vehicles like exchange traded…
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401k Plans And How To Use Them
How do 401k plans work? Ignoring articles that claim they’re a scam is the first step. Participating in your company 401k plan…
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Is A 401(k) Loan The Right Move?
A 401(k) is a retirement savings plan that many people rely on for their future. However, there may come a time when…
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David’s Personal Finance Q&A – January 2018
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…
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SIMPLE IRA Explained: Benefits and How to Get Started Today
SIMPLE IRA plans can be a great way for a small company to provide a low cost retirement benefit as an alternative…
