Your Child is 18, Now What?
Your child’s 18th Birthday is a milestone for her as well as for you. Under the law, she is an adult, and this is reason for you to have an important conversation.
HSA – The Best Retirement Secret
An often-overlooked retirement strategy is the Health Savings Account or HSA.
Update your 401k Contributions before Year End
Take a good look at your 401k plan or other employer plan. Do you know how many dollars you have contributed in 2020?
What are some of the things we should consider that could improve our financial picture before 2020 ends?
A Roth conversion before the end of this year could have a real impact on many retiree’s future income.
Changes for the Dow
The Dow Jones Index is one of the most watched stock indexes in the world.
Should I withdraw funds from my 401k to help with expenses due to COVID 19?
As part of the CARES Act, Congress expanded distribution rules and added favorable tax treatment for 401k’s and IRAs.