How 403(b) and 457 Plans Work Together
If you’re a public school teacher in California, there’s a lot to consider when saving for retirement. Teachers have more choices than…
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Investing Mistakes To Avoid When Markets Get Rough
It is human nature to avoid danger. When confronted by it, we are forced into a fight or flight situation. However, when…
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Do You Have A Social Security Back-up Plan?
Guest post from Jason Parker with Parker Financial LLC and Sound Retirement Planning. Should you have a Social Security back-up plan for…
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Home Ownership – Should I Buy a House or Rent?
At some point, most everyone has asked the question “should I buy house or rent?” Buying a home is often considered a…
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Should I pay off my mortgage or invest?
The most common question I hear from clients, both young and old, is “should I pay off my mortgage or invest?” The…
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Roth 401k Plans Explained: What You Need To Know
The ability to save in a Roth 401k has been around since the Pension Protection Act of 2006. This act allowed businesses…
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Check Your Social Security Earnings Statement Before It’s TOO LATE
Guest post from Devin Carroll at the Social Security Intelligence blog. If your Social Security earnings have been recorded incorrectly, it could make…
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Why Millennials Need Financial Advice — Now
Why Millennials Need Financial Advice — Now is a guest post from Brian McCann, CFP® with Bootstrap Capital, LLC Today’s note is…
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Stock Market Craziness & Looking For Someone To Blame
If you want someone to blame for this recent bout of stock market crazy, blame China. This is what happens when a…
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Filing for Divorce: Proceed With Caution
If you haven’t been through a divorce, it’s likely you know someone who has. The emotional toll on the separating couple, their children, and…
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Financial Tips For Newlyweds: Marriage And Money
Marriage is a huge life event and there’s no shortage of unsolicited advice. Continuing with that theme, financial tips for newlyweds should…
