Blog
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,...
August 9, 2021
401(k) Loans: Stop Using Your 401(k) as a Bank
401(k) loans are attractive because you don’t need to have good credit, you enjoy low interest rates, and you pay interest to...
August 2, 2021
Prepare for a Financial Emergency Using These 5 Simple Steps
While we all know the importance of preparing for a financial emergency, the truth is, most people are not prepared. According to...
July 26, 2021
11 Ways to Improve Financial Literacy
4 in 7 Americans are financially illiterate, according to Walden University – and that’s a serious problem.¹ Financial literacy is understanding financial...
July 19, 2021
Why Cybersecurity Risks Are on the Rise and What to Do about It
As if the virus that took down the world in 2020 wasn’t enough, digital viruses suddenly rose with cybersecurity risks at an...
July 12, 2021
9 Personal Finance Tips for Third Quarter 2021
We’re halfway through 2021, which means it’s the perfect time to check in on your financial goals and objectives for the year....
July 5, 2021
9 401(k) Myths Exposed
A 401(k) is a powerful investment vehicle. However, there is a lot of misinformation surrounding them. Buying into one or more of...