Struggling With Retirement Saving? You’re Not Alone.
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Almost half of all adult Americans are having a hard time saving for retirement. Are you in that boat? Continue reading Struggling With Retirement Saving? You’re Not Alone.
Tag Archives: Wealth Management
Getting By With a Little Help From Your Friends
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Don’t be afraid to share any good financial or retirement saving tips with friends Continue reading Getting By With a Little Help From Your Friends
Rolling Over to an IRA Can Give You More Investment Options
I want to start out by stating that this post is not meant to knock employer retirement plans. Such plans can be a great way to get started in saving for retirement or as another source of retirement savings. However, if you do reach a point where rolling a 401(k) or other employer plan into an IRA is a real opportunity/thought, then you should strongly consider doing so. First off, if you are still working and your 401(k) isn’t a huge amount, you could save yourself some serious tax money down the road if you convert to an IRA, especially Continue reading Rolling Over to an IRA Can Give You More Investment Options
Is Your Employer Helping You With Retirement Planning?
In recent years, you may have noticed your employer offering “financial wellness” services as part of their benefits package. These services are usually centered around retirement benefits, life insurance plans, and–more commonly among big companies–wealth management tools/resources. Financial wellness resources can include a number of offerings, including: retirement planning advice, financial planning services, debt management, and banking services (usually in the form of a credit union). You will most likely find that the bigger the employer, the more diverse the offerings. However, thanks to advancements in financial planning and modeling technology over the past decade, more and more employers are Continue reading Is Your Employer Helping You With Retirement Planning?