Skip to Main Content

Tag Archives: 401(k)

Is the 4% Rule Outdated in 2022?

The 4% Rule is a “Rule of Thumb” used by many people when it comes to retirement planning. Many experts, however, now say it needs an update in 2022. The idea behind the 4% rule is pretty simple, over your … Continue reading

Posted in Blog, News & Articles | Also tagged , , , , Comments Off on Is the 4% Rule Outdated in 2022?

401(k) mistakes to avoid when starting a new job

In today’s day in age, it isn’t uncommon for an employee to hop from multiple different employers, with the average American changing jobs over a dozen times throughout their career. When making the jump to a new job, it is … Continue reading

Posted in Blog, News & Articles | Also tagged , , , Comments Off on 401(k) mistakes to avoid when starting a new job

The Most Wonderful Time of the Year – Tax Planning Season

Now is the time to focus on year-end tax planning. Careful and strategic planning can help minimize your tax bill and maximize what you keep. Given the uncertainty and sweeping scope of proposed tax law changes, planning is both more … Continue reading

Posted in News & Articles | Also tagged , , , , , , , , , , , , Comments Off on The Most Wonderful Time of the Year – Tax Planning Season