Blog
October 18, 2021
5 Must-Know Details about Your 401(k) Plan
If you’re confused by your 401(k) plan, you aren’t alone. According to a J.P. Morgan 2021 Defined Contribution Plan Participant Survey, 401(k)...
October 11, 2021
Market Commentary: Where We See Things Headed in Q4
It’s the start of Q4, and many investors may be concerned about the market volatility and other factors driving the news cycle. ...
October 4, 2021
16 Tips for Encouraging Kids’ Good Financial Habits
Parents should be intentional about teaching their kids good financial habits because, if they don’t, no one else will. According to Next...
September 27, 2021
4th Quarter Personal Finance Checklist
And just like that, we’ve reached the 4th quarter, which means it is time to review where you stand financially. The good...
September 20, 2021
Is It a Bad Idea to Borrow from My 401(k) to Get a House?
“Should I borrow from my 401(k) to get a house?” is a question that comes up quite a bit, especially with first-time...
September 13, 2021
Are You Saving Enough to Cover These Retirement Expenses?
When it comes to retirement planning, there is often a big discrepancy between how much money people think they need and how...
September 6, 2021
Traditional 401(k)s Vs Roth 401(k)s: Which One Is Right for Me?
Planning for retirement may include choosing between traditional and Roth 401(k) plans. Unless you are a financial advisor or have spent a...
August 30, 2021
Reality Check: Why You Need to Talk to Your Child about Paying for College
School is starting around the country, which means millions of young adults will be paying for college. And college isn’t cheap. According...
August 23, 2021
Will Personalized Professional Help Really Make a Difference in My 401(k) Performance?
Not taking full advantage of your 401(k) – whether it’s because you don’t understand it or you’re taking a set-it-and-forget-it approach –...
August 16, 2021
Should I Prioritize Retirement Savings over My Kids’ College Tuition?
As parents, we make it our goal to take care of our children, protect them from harm, and help them succeed. So,...