Market Updates
From Our President
Navigating the Chemours Deferred Compensation & RSP Restoration Plan
Right now, the Chemours (and several others) Deferred Compensation and RSP Restoration Plan are in an open enrollment period. This is a great opportunity to share with you how these plans work.
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Our Company Values: This is Us
Our employees know our value system - we live it, breathe it, and make it part of our daily work lives. But, that isn't enough. We want everyone (clients, prospects, employees, wholesalers, etc.) to understand them as well.
READ MORE...Teaching Children about Money and Finances
Consider this: there is no school mandated curriculum on Money. Crazy, right? A foundation of understanding money and finance is essential to navigating adulthood.
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Helpful Retirement Statistics
When can I retire? It’s such a common question that I’ve already written a few blogs on the topic. However, dealing with a lot of engineers and analytics I know many of you like to understand statistics and averages when formulating decisions.
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The 7 Steps to Negotiating a New Car
We all know that uneasy feeling of going into the car dealership to purchase that brand new car. Take a look below at my 7 step strategy. I'm confident it'll help.
READ MORE...Mega Backdoor Roth: One Mega Strategy
You’ve maxed out your 401(k), now what? As clients prepare for retirement, they often look for smart ways to save additional money. There are plenty of options for those dollars after you hit your limits. But, the question remains: are there any that allow for tax favored savings?
READ MORE...529 Plans – A Great Way to Invest in Your Child or Grandchild’s Future
Many of our clients with children, or grandchildren, are having the same concern; how do I save for their college?
READ MORE...Unwinding the Federal Balance Sheet: What's it Mean & What’s the Impact on you!
The Federal Reserve announced their plan to start unraveling their 4.5 trillion dollar balance sheet. Additionally, they declared that short term interest rates will remain unchanged for the time being. What impact does it have on you and your retirement preparation?
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