Senior Consultant Retirement Services Scott Brown, CFS®, answers the frequently asked question, “Should I roll over my old 401(k) into my current plan, leave it, or roll it to an IRA?” This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy.…
Whatever your goal, you’ll need a retirement plan that’s designed to support the lifestyle that you envision. Read more in this Financial Tip.
According to the 29th annual Retirement Confidence Survey, having one of these will make you twice as likely to feel somewhat confident about retirement. Find out what it is in this week’s Financial Tip.
In order to have sufficient income to last you for your entire retirement you first need to determine your retirement income needs. We explain in this week’s Financial Tip.
Getting close to retiring, but not sure your income will meet your needs? Read tips on how to close your income gap in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to apply the Henssler Ten Year Rule to your retirement assets if you have a majority or all of your money invested in your 401(k) plan.
Yes! Unless you absolutely cannot afford to set aside any dollars whatsoever, you should contribute to your employer’s 401(k) plan. A 401(k) plan is one of the most powerful tools you can use to save for your retirement. The first benefit is that your pre-tax contributions to a 401(k) plan are not taxed as current…
Chief Investment Officer Troy Harmon, CFA, CVA, Principal Jennifer J. Thomas, CFP®, and Justin Wagner, AIF®, Client Relationship Manager – Retirement Services, team up to discuss how investors should approach allocating their 401(k) investments.
The “Money Talks” experts address listeners’ questions on aircraft manufacturers, what one can do with a 401(k) when leaving the workforce, and investing in Berkshire Hathaway.