Understanding IRA Withdrawal Rules
Before you make a withdrawal from your IRA to pay for big bills or a home improvement, understand how that distribution will affect your retirement plans.
The SECURE Act and the Future of Your Retirement
New legislation promises to help Americans save more for retirement. Find out how the SECURE Act may affect you.
Pay Down Debt, Save, or Invest?
When you get a tax refund or any other windfall, should you use it to pay down debt, save it, or invest it? Find out how to make your money work for you.
Taking a Hard Look at 401(k) Loans and IRA Withdrawals
Before you take out a 401k loan or make an IRA withdrawal, understand the borrowing rules and how it will affect your retirement.
A Safe Harbor for Small Business Retirement Plans
Safe Harbor 401(k) plans give small businesses an easier way to provide safe, secure and equitable retirement savings for their employees.
Roll Over Your 401(k) to an IRA and Take Control
Tim and Joyce came to see me a few weeks back. They live in Pembroke, are both in their early 40’s, and have three boys ages, 14, 11, and 8.…
New Year, New Tax Rules: Maximize Your Next Tax Return
The new year brings changes to personal income tax law. Find out how to take the best advantage of the changes going forward.
Start 2019 On the Right Foot: Financial Resolutions
Have financial resolutions for 2019 like saving more, spending less, bolstering retirement savings? Here's how to succeed when others fail.
Pension Planning: Lump Sum or Annuity?
Do you take your pension as a lump sum payout or as a monthly annuity? How much control do you want over your money, and is there another option?
Maximizing Your Retirement Savings in 2019
Little things can make a big difference. Find out how you can get ahead with retirement savings thanks to changes in the law for 2019.