Avoid Panic When It Comes to Your 401(k)

Tuesday, May 26 2020

Stock market uncertainty can lead to emotional investing. Financial professional...

What to Do if Your Employer Freezes Your Pension

Friday, December 6 2019

In the Cutter house, Christmas is a big deal. Even...

How Much Can You Save? Retirement Contributions Compared

Friday, August 16 2019

Someone once said, “Retirement is wonderful if you have two...

Understanding IRA Withdrawal Rules

Friday, July 12 2019

Sitting in the stands at Phoebe’s softball last weekend, I...

The SECURE Act and the Future of Your Retirement

Friday, June 21 2019

Folks, I find that many Americans are facing a serious...

Pay Down Debt, Save, or Invest?

Friday, May 24 2019

As a father of 3 beautiful girls, Maeve, Phoebe, and...

Taking a Hard Look at 401(k) Loans and IRA Withdrawals

Friday, May 17 2019

Last Thursday, I dodged out of the office for a...

A Safe Harbor for Small Business Retirement Plans

Friday, March 22 2019

I was out having a few beers on St. Patrick’s...

Roll Over Your 401(k) to an IRA and Take Control

Friday, March 1 2019

Tim and Joyce came to see me a few weeks...

New Year, New Tax Rules: Maximize Your Next Tax Return

Friday, January 11 2019

The new year brings changes to personal income tax law. Find out how to take the best advantage of the changes going forward.