As a certified financial planner with over 20 years of experience, I have had the pleasure of guiding numerous individuals and families toward their financial goals. Today, I want to discuss a crucial aspect of financial planning that often gets […]
In a world where the future is uncertain, the importance of saving for retirement cannot be overstated. As we navigate the complexities of financial planning, one beacon of hope emerges—the 401(k) plan. Widely adopted by employers as a cornerstone of […]
How did 2023 go for you? Will you share some highlights with me? Before the year ends, I like to sit down and review, thinking through what went well and what didn’t. I try to mentally put the old year […]
As we approach the end of the year, it’s essential to ensure that we’re on track with our financial obligations, including Required Minimum Distributions (RMDs) for tax-deferred retirement accounts. This article serves as a reminder to double-check your qualified distributions […]
Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional […]
