Browsing: Retirement Planning

Open Enrollment Tips and Tricks

New Year’s Resolutions for Your 401(k)

Happy New Year, especially for your 401(k)! Year-end 401(k) and other retirement plan statements are now coming out and there’s reason for excitement: the Dow Jones Industrial Average, S&P 500 and Nasdaq Composite all posted excellent returns in 2017. Even the international markets, which have lagged the last few years, participated in the rally. So… read more

Retirement Tax Planning Opportunities

Pre-retirees are often focused on how much money that they’ll be able to draw for their retirement income, but how much you can spend will depend on how the withdrawals are taxed.  Incorporating sophisticated tax planning into your retirement income plans can offer some opportunities to save a substantial amount of taxes. Most couples with… read more

Eighth Wonder of the World

It’s graduation season and thousands of new college graduates will be starting their first “real world” jobs in the coming months.  As they prepare to begin “adulting” they’ll face all kinds of demands on their new paychecks including security deposits, new furniture, a work wardrobe and maybe even their own cell phone plan. At the… read more

Investor Protection Rule Gets Trumped

Less than two weeks after taking office, President Trump directed the Department of Labor to review implementation of a new rule to protect investors.  The DoL’s fiduciary rule, first proposed in 2010, would require brokers, insurance agents, financial planners and others that give financial advice on retirement plans to put their client’s interests first. Wall… read more