Category Archives: Retirement

What is a 529 Plan?

A 529 plan is a specialized investment account that was created to help families save for future college expenses. This can be for a traditional 4-year college or university, or even a community college. The tax benefits of these accounts … Continue reading

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Roth or Regular Retirement Plan?

When most people think of retirement, they imagine copious amounts of free time and socializing with friends while playing golf or shuffleboard. But in reality there is so much more to think about before these dreams can come to fruition. … Continue reading

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What You Should Know Before Taking a 401(k) Loan

Did you know that you can take a loan from your 401(k) retirement account? If so, do you know all the implications of taking such a loan? Either way, it’s important to briefly examine some things you should be aware … Continue reading

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Your Retirement Income: Why Diversification Matters

When investing for retirement, there are many things to think about in order to get it right. But there are five specific risks that must be addressed in order to preserve both your money and your standard of living as … Continue reading

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Money Moves to Make in Your 60s

Now that you’ve reached your 60s, it’s time to reap the rewards of your effort over the last several decades. You are either at or approaching retirement, and your approach to investing will often change from what it has been … Continue reading

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Money Moves to Make in Your 50s

When you are in the first few decades of adulthood, time is always on your side financially, so you have time to recover from mistakes and poor planning. But as the years go by, it is easy to wonder if … Continue reading

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Money Moves to Make in Your 40s

With two decades of adulthood behind you, the 40s should be a time when your financial plans are in full swing. But that is not always the case. Either way, it is not uncommon to be fearful of your financial future … Continue reading

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